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STEP ONE
Intro
Meeting length: 30-60 minutes
What to expect: The goal with this meeting is to get to know you, your situation, and what you're looking for in a financial planning relationship. This gives you a chance to ask questions and we review the process of becoming a client.
STEP Two
1st Level Meeting
Meeting length: 60-90 minutes
What we'll cover: Everyone starts at the 1st Level of Wealth. Defining your 'enough' and managing your wealth in a way that aligns with your desired lifestyle allows us to begin making impactful planning decisions. We'll review areas of your financial life such current investments and tax opportunities and complete a cash flow analysis.
STEP three
2nd Level Meeting
Meeting length: 60-90 minutes
What we'll cover: After completing the 1st Level, we focus on building a plan that prioritizes taking care of and providing for loved ones. This meeting gives us a broader overview of your financial picture and we'll go complete an insurance review and begin to dive into estate planning and tax planning.
STEP four
3rd Level Meeting
Meeting length: 60-90 minutes
What we'll cover: The 3rd Level of Wealth is also known as Legacy and Impact. Your wealth can be used in a way that makes the world a better place, there just has to be a plan in place to make it happen.
And that's what 3rd Level Wealth is here for.
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