This is a 15-minute introductory call. We want to ensure we are a good fit for each other. If we find we are not, we will assist you in finding an advisor who is.
It is imperative we clearly understand your individual situation. Your goals are defined and your concerns are noted. We will use information and data we request following the meeting to analyze your current financial status.
We will analyze your financial documents, the answers you provide us in a questionnaire, and information gathered in the first meeting to establish your baseline financial position. We’ll identify gaps in your current position, risk management needs, and strengths and weaknesses in a comprehensive financial plan.
We will clearly explain, in plain English, exactly what is necessary to reach your goals. This will be your action plan. You will be asked at the conclusion of this meeting if you would like to partner with us or if you would like to sleep on it.
We want you to take your time making the best decision for you. We aren’t in a rush and want to ensure you are comfortable with the plan and you want to partner with us. You should ask yourself the following questions:
If you are ready to proceed, we will start the process of becoming a client. We will answer any lingering questions and have you fill out the necessary paperwork. The implementation of the plan will begin.
If you decide you are not interested in becoming a client, we will simply part ways. There will be zero pressure from us. This is a long-term commitment and one that should never begin without both sides being comfortable with one another.
Virtual Meetings: We conduct meetings face-to-face as well as virtually. We work with many military families, and as you can imagine, they move…a lot! Therefore, we have streamlined the process to work via virtual teleconference. There are obvious benefits for those that live outside the KC and Omaha metro areas, but even those that live within the city find a virtual meeting helpful: