Our Process
We take the time to understand your goals, needs, and challenges before we implement a financial program. Your money can serve you more effectively if we advocate a comfortable course of action. By actively participating in the planning process, you retain control each step of the way.
Step 1: Let's Chat
You can schedule a phone call with us to chat about your financial needs, whether you need it all, or have no idea what you need. You'll learn more about us and see if we’re a good fit for you. (Don’t worry, the initial call is complimentary, so there’s no obligation at all—it’s just a "getting to know you" discussion.)
Step 2: Tell Us More
If you’re ready to move forward, we’ll send you a questionnaire to complete, giving us a little more information about your financial situation and what you want to tackle.
Step 3: Let's Meet
We’ll meet face-to-face or virtually to work through your goals and current financial situation. This is our time to listen and ask the right questions so we have the complete picture. With Integrity has clients around the country, so we’re also happy to set up a meeting via phone, Skype, or in our office. The first meeting usually runs 90 minutes.
Step 4: Let's Get All the Details
Now that we’re committed to working together, we’ll flesh out your goals and concerns and talk about your previous investment experiences. We’ll also pull together all the necessary information, including account details, tax returns, and estate plans—so that we have everything we need to build a customized plan for you.
Step 5: We'll Create a Plan
We’ll create a complete, tailored financial plan and strategy report that outlines our recommended steps and a prioritized "to-do" list of actions for both of us to work on. We’ll go through these documents together in Step 6.
Step 6: Let's Get Through This Together
We’ll walk you through every aspect of your customized plan so you’re 100 percent confident and feel good about the steps we need to take to reach your financial goals. And as your needs evolve, we'll adjust your plan to suit them.