Your financial and emotional well-being is our top concern. With that in mind, we’ve taken great care to respect your time and privacy in the initial engagement process. We believe that trust is best built in small increments. Each step in your WealthOne experience helps you make sense of your financial future. Once you begin, we’ll guide you through the rest.
STEP 02
After the introductory video, you’ll be asked to complete a short online questionnaire and schedule an initial “get-acquainted” meeting (by phone or Zoom).
STEP 01
The “Get Started ” tab will prompt you to watch a short video introducing you to our firm, our philosophy and our process.
STEP 03
Your get-acquainted meeting will last no more than 15 to 30 minutes. That should give us enough time to determine whether or not we’re a good fit. We’ll go over what’s important to you, your goals and your ideal future. If we’re on the right path, we’ll offer a follow-up meeting and a free one-page financial plan.
STEP 06 & BEYOND
Financial planning shouldn’t be a “set-and-forget” process. We are a partner in your future. Once your plan is established, we’ll continually monitor and adjust strategies as your life evolves. Our review meetings are a good time to check in on your goals, evaluate your course, and make sure you feel confident in the knowledge that you’re on track.
STEP 05
This is the meeting to review our previous conversations and present an initial plan of action. Should you choose to move forward, we’ll take care of the paperwork and initiate the onboarding process. We’ll also walk you through setting up secure online access to your accounts so that you’re never too far from your portfolio.
STEP 04
At your second meeting, we want to connect on a deeper level. Your one-page financial plan will provide the framework for getting to know you better. Within the plan, you’ll find strategies and a suggested action list to get you closer to your ideal future. We’ll also discuss potential risks and trouble spots you may encounter along the way. Finally, if your needs align with our services, we’ll offer a follow-up meeting to summarize your goals and present a set of specific recommendations.
STEP 01
The “Get Started ” tab will prompt you to watch a short video introducing you to our firm, our philosophy and our process.
STEP 02
After the introductory video, you’ll be asked to complete a short online questionnaire and schedule an initial “get-acquainted” meeting (by phone or Zoom).
STEP 03
Your get-acquainted meeting will last no more than 15 to 30 minutes. That should give us enough time to determine whether or not we’re a good fit. We’ll go over what’s important to you, your goals and your ideal future. If we’re on the right path, we’ll offer a follow-up meeting and a free one-page financial plan.
STEP 04
At your second meeting, we want to connect on a deeper level. Your one-page financial plan will provide the framework for getting to know you better. Within the plan, you’ll find strategies and a suggested action list to get you closer to your ideal future. We’ll also discuss potential risks and trouble spots you may encounter along the way. Finally, if your needs align with our services, we’ll offer a follow-up meeting to summarize your goals and present a set of specific recommendations.
STEP 05
This is the meeting to review our previous conversations and present an initial plan of action. Should you choose to move forward, we’ll take care of the paperwork and initiate the onboarding process. We’ll also walk you through setting up secure online access to your accounts so that you’re never too far from your portfolio.
STEP 06 & BEYOND
Financial planning shouldn’t be a “set-and-forget” process. We are a partner in your future. Once your plan is established, we’ll continually monitor and adjust strategies as your life evolves. Our review meetings are a good time to check in on your goals, evaluate your course, and make sure you feel confident in the knowledge that you’re on track.
We believe it’s our experience helping clients navigate difficult times that truly sets us apart as a firm. We work tirelessly during periods of economic turbulence to help calm your mind & provide clarity from the confusion. We proactively reach out by phone, emails and through thought leadership articles in an effort to keep you informed & help you feel confident knowing that someone is looking out for your financial best interest.
