New Client Process - CLIMB!
Our CLIMB! Process
Our goal for this process is to show how we help you achieve your financial goals. This starts with never running out of money, paying less in taxes, and avoiding avalanches. There is no charge for this process as we want you to see exactly how we can improve your retirement before you agree to paying us a penny. We also want a chance to make sure you are a good fit for our firm before we agree to work with you, possibly for the rest of your life.
Conversation
A 15-minute phone call will give us both a chance to make sure your situation matches our expertise.
Listen
The goal of the first meeting is to get perfectly clear on your goals, concerns, and unique financial situation. Your answers to our questions along with the documents we request will guide our analysis, resulting in simple answers to four critical questions.
Interpret
We will apply decades of experience and thousands of hours of training to understand your financial needs and goals.
Meeting
During the second meeting, we will explain, exactly what you need to do to achieve your financial goals, including the answers to the four questions we asked during our interpretation. This is where you will see, in dollars and cents, how our firm can improve your finances.
Be Patient
We want you to be 100% comfortable and confident so please sleep on your decision.
Here We Go!
During this meeting (via phone or in-person) we will answer any questions that you have and if you are ready, start the paperwork to become a client.