Introductory Call
Kari Harber
Client Service Lead
Our Process
Learn more about the value of working with a financial planner in this 2-minute video:
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What can you expect?
Step 1: Get to Know Each Other
During your first meeting, we are interested in learning more about you: your money story, preferences and values, and financial planning experience (none is required). We will also share information about our approach, fees, and the team, and be happy to answer any questions you may have about our services.
Step 2: Assess Your Current Financial Picture
Once we're acquainted, we will use our Personal Financial Organizer, to determine and document more in-depth information about your current financial picture, risk tolerance, growth expectations, and more. We may also request access to bank statements, insurance policies, estate planning documents, etc. We take your privacy very seriously, and your materials will always be protected under the strictest of security measures.
Step 3: Set Goals & Develop Your Plan
Now equipped with a solid understanding of your current financial situation and future wants/needs, we will develop a set of measurable goals and associated plans to support you in their achievement.
Step 4: Implement Your Plan
Now comes the fun part! Although there will be forms to fill out and documents to sign, it is our goal to make this as painless as possible. Your dedicated client service representative will work closely with you and your financial advisor to address all the details and set you on the path to success.
Step 5: Meet to Review Your Progress
You and your financial advisor will agree upon a future date for your check-in meeting as well as a cadence for your annual client-centered review. These reviews cover a wide variety of topics including an update on you, progress against plan, market and regulatory updates, investment performance, and your best next steps.
The Importance of Having a Financial Plan
Someone told you it would help to work with a financial advisor.
OR
Things have become overly complicated, and you think you might need a financial advisor to help.
OR
You just inherited some money, and you aren’t sure what to do with it.
Any of these scenarios, or something similar, might have caused you to start looking for the help of a financial advisor. You might be wondering exactly what a financial advisor does and what you can
expect from working with one.
A financial advisor helps you take a comprehensive look at your financial life—your income, expenses, goals, risks, and opportunities—and builds a strategy tailored to your needs. Whether you're planning for retirement, managing an inheritance, navigating a career change, or simply looking to get organized, a well-thought-out financial plan can provide clarity, confidence, and direction.
Working with a trusted advisor isn’t just about choosing investments; it’s about having a partner who helps you make informed decisions, adapt to life’s changes, and stay on track toward your long-term goals.
If you're unsure where to start, don’t worry—you’re not alone. That’s exactly what a good financial plan, and a trusted advisor, is here to help with.