Our Process

We offer a 30-minute complimentary meeting to get to know each other, discuss your goals, and see if we are a good fit. We can meet in person at our office in Marietta, Georgia or virtually via Zoom. We will go over our two different planning models, Wealth Management and Flat-Fee Financial Planning, and help determine which is best for your situation. We explain our financial planning process and what working with us will look like.

Once you decide to work with us, we provide you with this comprehensive checklist to help you gather your personal and financial information for your Discovery Meeting. We will discuss your financial goals for the future including investments, retirement, tax strategies, business planning, college savings, estate planning, risk management and insurance. We get to know where you are now and what you want out of life.

We present a draft of your financial plan to start the discussion. This will include our recommendations for the steps and action items to reach your goals and objectives. We will talk through the different options in your plan and make adjustments as necessary. By the end of this meeting, we have decided on the best scenario for you to reach your goals.

We walk you through your final plan to make sure you understand how to reach your goals. We make recommendations for asset allocations in any outside accounts, deliver custom allocations for your 401(k), and provide referrals within our network of professionals for a CPA, estate attorney, life insurance professional, and/or property & casualty insurance agency as needed. We also provide you with access to the financial planning software online and show you how to navigate the platform. We will deliver a One Page Financial Plan as a snapshot of your family’s financial picture along with any action items you need to complete.