“The Best Advice Comes from a Collaboration of
Independent Experts.
We’re Project Managers Overseeing Subject Matter Experts,
Using Evidence-Based Investing Expertise
On Behalf of Our Clients.”
- John O’Reilly
“What Saves A Man [Person] Is To Take A Step.
Then Another Step.”
C.S. Lewis
As you see below, we have well-designed processes to help our clients maximize their success.
The first step in our process is to click SCHEDULE A MEETING.
That’s the first “step” C.S. Lewis describes.
OUR PROCESS FOR PERSONAL FINANCIAL PLANNING:
1- Get Acquainted Meeting
Prospective clients may want to have a casual meeting. Click Schedule a Meeting below.
2 - Free Second Opinion
Get a second opinion on your strategy. Call us or go to the contact page to send us a message.
3 - Discovery Meeting (Start Here)
Document your values and goals. Click on Schedule a Meeting.
4 - Initial Implementation Meeting
Implement the first several high priority actions to move your plan forward!
5 - Implementation and Expert Meetings Continue making progress. We may join you in meeting with other experts or providers.
RETIREMENT PLAN OVERSIGHT:
1 - Discovery Meeting
We would like to hear your experiences and future goals for your retirement plan.
2 - Benchmark Your Plan
How does your plan stack up vs other providers in the marketplace? Find out and fulfill an important fiduciary duty at the same time.
3 - Fiduciary Governance Meeting
We measure your plan and it’s oversight from top to bottom. We document your meeting and save it in your fiduciary vault.
4 - Employee Education Meeting
We provide on-site education, one-on-one in person or by phone. We’re creative in bringing what your employees need most.
5 - Top Rated Financial Wellness Program
We provide access to live financial coaches, state-of-the-art platform/tools and incentives so employees have more confidence and less stress.
EVIDENCE BASED INVESTING:
The Importance of discipline
