The Planning Process
To lay a foundation for a long-term relationship with you, we explain what we offer so you can decide if you'd like to take advantage of our services.
The goal of our first meeting is to get acquainted and discuss your goals, dreams, visions and concerns. We'll gather some basic information at that time. During a follow-up session, we'll lay the planning infrastructure by obtaining more detailed information and presenting some projections applicable to your goals.
At subsequent meetings, we'll review your current situation in relation to your goals, and evaluate your financial strengths and weaknesses. Then we'll introduce some financial strategies and specific recommendations to meet your goals, timeframe, and risk tolerance.
Now the ball is in your court: you have two options. You can start working with AdviceOne to implement the plan, or you can say, "no thanks" and part friends. We've found that this process lays a foundation of trust and confidence for a long-term relationship.