Our Process
What To Expect
At Perspective, we take a consultative approach that usually takes place over the course of two to three meetings that cover the following ‘steps’:
Discovery. Our first meeting is simply us getting to know each other. I’ll ask you a series of questions about your current situation and future financial goals – and you can ask me any questions you may have. In other words, no pressure! If we decide to move forward, I will request a series of documents that will be necessary for building your customized financial plan.
Review & Recommendations. We’ll review your current financial plan and the goals you outlined in our discovery meeting. I will offer some recommendations based on the information you provided and explain our fee structure in detail so you have all the information you need to make your decision.
Becoming a client. Once you have decided to partner with Perspective, I will create your personalized plan, which I will present to you prior to implementing.
Becoming a client of ours marks the beginning of a long and collaborative relationship. We’ll touch base regularly so we can address – and anticipate – your needs as your goals and situation evolves.
Here's how we can help:
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Understand
We’ll build an understanding of what’s important to you and why – and where you want to go in life. Essentially, your goals become ours, and inspire us to help you get there.
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Design
We’ll carefully consider the knowledge we’ve gained by learning about you to design your plan, then present it to you and answer any questions you may have.
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Implement
Once we know you’re comfortable with your plan and understand how it works, we’ll implement it, select the specific investments and handle all the paperwork.
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Manage
We’ll look out for you by continually monitoring the progress of your plan to make sure it stays on track, and suggest any changes where needed.
