HOW YOU BECOME A CLIENT
Discovery Process
The Discovery Process starts with a blank legal pad and can build into a life changing relationship. We get to know each client through meaningful conversations, seek to understand their wealth and objectives and the FORM their life is taking. There are five phases to our Discovery Process; the farther one goes in the process the more specific and actionable the guidance a client receives from our experienced financial advisors.
PHASE ONE – EXPLORE
We discover who a prospective client wants to be, what they want to do, what they want to have and then clarify how we can help. Through a series of discussions, we get to know each other, build a mutual understanding of what is needed and explore how we can help. We complete this phase with an invitation to join our family of clients and continue onto phase two.
PHASE TWO – DEEP DIVE
We create a comprehensive financial plan and an exchange of documents is required to understand each clients’ current financial state in detail. Any information contained in statements, tax returns and other documents are discussed and analyzed in order to lay the foundation for a financial plan.
PHASE THREE – STRATEGIES
We solve for what is possible in life and how probable one’s best life can be. Different options are discussed so that, together, we can finalize recommendations for a plan. The desired outcome of this phase is to come up with a shared plan with clear direction and a good understanding of why the plan fits and determine the next steps of who will do what, when and how.
PHASE FOUR – IMPLEMENTATION
We agree to implement the plan, simplify and consolidate investments while working together to improve a client’s life. Working with Raymond James, we set up account access, personalize each experience and set clear expectations for who is responsible for what.
PHASE FIVE – PROACTIVE CARE
We monitor the FORM each client’s life is taking. This is the most important phase of our on-going relationship. We care about our clients’ financial wellness by proactively monitoring, advising and leading them toward a better life.
