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:

  • Understand
  • Design
  • Implement
  • Manage