The First Three Conversations: What to Expect

Introduction

A short call to share what's on your mind, and what you'd like to accomplish

(20 minutes)

Your Great Life

5 years from today, what does a great life look like for you? 

(60-90 minutes)

Getting Started

Get all your finances together in one place for better clarity, more holistic planning, and next steps (60 minutes)

 

The First Conversation:
"What does your life look like today?"

Introduction

A short video call to share what's on your mind, and what you'd like to accomplish

(20 minutes)

Nicholas will ask you a few questions to understand your situation and your most pressing concerns, such as:

  • How would you describe your current situation?

  • What has led you to seek out an advisor? Why now?​

  • One year from today, what does a great outcome look like for you?

This is also a great time to ask Nicholas some questions, and feel out whether you are a good fit for working together. You might ask:

  • What does a typical client engagement look like?​ 

  • Who do you typically work with?

  • What do I need to bring to this relationship?

The Second Conversation: 
A Great Life For You

Your Great Life

5 years from today, what does a great life look like for you? 

(60-90 minutes)

This is an open-ended conversation about what you'd like your life to look like. Your ideal situation might include details like what you do for work, where you're living, what your important relationships look like...even what you're doing to have fun and enjoy your life. 

Clients who have had this conversation frequently see much faster progress towards their goals, and report greater clarity and purpose in their lives.

The Third Conversation:
"What does a great life look like for you?"

Getting Started

Get all your finances together in one place for better clarity, more holistic planning, and next steps (60 minutes)

This second step involves pulling all your financial information together into one place where it can be evaluated holistically as the starting point for your plan. Nicholas will share tools with you to make this easier. 

After sharing this information, you will get your very own "Financial Snapshot," a one-page document that summarizes your financial status at this point in time. 

  • Net Worth Statement

  • Cash Flow Summary

  • Retirement Savings Needs