Our client engagement process is a seamless journey designed to provide you with the highest level of financial care. It begins with an initial consultation where we get to know your financial aspirations and concerns. From there, we develop a tailored plan that aligns with your goals and risk tolerance.
As we move forward, we'll provide you with expert guidance and transparent communication through every step of your financial journey. Once you're ready to become a client, we'll facilitate a smooth onboarding process, ensuring your financial journey with us is efficient and enjoyable. Our commitment to your financial wellness doesn't end there; it's a lifelong partnership built on trust, integrity, and dedication to helping you manage your financial life.
First, we will schedule a 20 Minute Discovery Call with one of our staff advisors. On that call, we discuss your goals and make sure that we would be a good fit to have a Complimentary Initial Meeting. Next, you will schedule your Complimentary Initial Meeting, where you will learn about what makes us the 13x The Best of Bucks . We will then send you home with all the information you need to decide (on your own time) whether to engage us and move on to Phase I.
After you have decided to work with us, we will together via our online portal input the needed information to create your initial financial plan. Investments, Insurance, Tax strategies, Retirement Income and Estate Planning strategies are some of the areas we may review. After several more meetings, we should have a formal, working, living and breathing financial plan for you and your family.
At this point we know you so well, most clients choose to implement their financial plan with our firm. Using our living financial plan, we are able to hold each other accountable not just in managing a portfolio but to goal based objectives like retirement income, liquidity, educational funding, long term care and efficient estate planning strategies.
Frequent face to face or digitally interactive meetings are imperative in holding each other accountable to our established goals. We look to deliver incredible value to our clients by consistently monitoring Estate, Tax, Retirement and Investment goals. Looking at the whole picture sets us apart from other advisory firms.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.