Below is a general overview of what to expect in the financial planning process. Please click through the links where applicable to complete the step.
Step 1: Inquiry. Schedule a phone call to discuss your needs, find out more about us, and see if we’ll be a good fit.
Step 2: Client On-boarding. To begin the planning process, we’ll first need to collect some basic information from you (we never share this information with anyone else) and schedule an initial meeting.
- Schedule initial meeting
- Complete basic information form (one per household)
- Complete values and preferences questionnaire (one per individual)
Step 3: Initial Meeting We’ll spend this time getting to know each other –discussing your goals, who and what is important to you, etc. At this point we’ll need to sign a contract to make things official.
After our initial meeting we’ll start gathering the quantitative information needed to put a plan together. You can bring the documents to your initial meeting, upload these documents to your Right Capital vault, or drop them by our office. It’s a good idea to start gathering these documents before your initial meeting.
- Create Right Capital login
- Link accounts in Right Capital (optional)
- Submit additional documentation
- leave at office or upload to document vault (click on wheel in upper right hand corner after logging in)
Step 4: Baseline Plan. Once we have collected the necessary information we will analyze the data as they relate to your goals and put together a baseline plan for you, which we’ll go over at the next meeting.
Step 5: Follow-up meeting Once we have a plan together for you, we’ll meet to go over our recommendations and decide on how best to move forward from there. Payment is due at this meeting
Step 6: Ongoing planning Depending on your financial plan and preferences, we have several options for you to select from to continue working with us. These include ongoing planning subscriptions, investment management or hourly advice.
Please call or email if any questions come up along the way. We are looking forward to working with you!