Fit Meeting

Talk with us.

This meeting is a chance for you, as a potential client, to meet with our team and learn more about who we are, what we do, how we work with our clients, and how we are compensated. It also gives us a chance to listen carefully to your goals and learn what is important to you and your family.

You do not need to bring anything, and there is no cost. We simply want to take the time upfront to determine if there is opportunity for a long-term relationship.

Get Organized Meeting

Examine your financial picture.

During this meeting, we will begin gathering information on all aspects of your financial picture. This includes assets, liabilities, insurance, tax returns, estate planning documents, other professional advisors, etc.

We will also talk through questions designed to uncover your most important personal and financial goals, as well as your risk tolerance. Through all of this, we gain a complete understanding of your financial affairs and what is important to you.

Your CFO Guidebook™

See us get to work.

It’s time for us to roll up our sleeves and create your custom comprehensive plan. We will then review our recommendations together and agree on the strategies you are comfortable with implementing. In addition, we will coordinate with you and your professional advisors to execute the plan and make sure everything is completed in a timely and professional manner.

All of this information is tracked in your personal CFO Guidebook™, which is accessible online via your online CFO Center™. Transparency is essential to us, and this enables you to keep track of exactly what we are doing for you.

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