The First Three Conversations:

Introduction

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

(20 minutes)

Your Great Life

What are we aiming to achieve through our work together?

(60-90 minutes)

Getting Started

What has to happen for you to achieve your goals?

(60 minutes)

 

The First Conversation:
Understanding your situation

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 start addressing your most pressing concerns:​​

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

  • How would you describe your current situation?

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: 
Prioritizing your goals

Your Great Life

What are we aiming to achieve through our work together? 

(60-90 minutes)

We will discuss your goals and priorities from a financial planning perspective, and establish what needs to happen in this engagement for you to feel really good about your progress.

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:
Committing to action

Getting Started

What has to happen for you to achieve your goals?

(60 minutes)

Organize your finances and commit to next steps. 

After sharing this information, you will also 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