Our first point of contact is a complimentary 15-minute phone call. During the call I will be figuring out whether I can be of service to you, as you will be figuring out whether I might be able to help you. If we both agree that we would benefit from an in-person meeting, we will set one up.
The in-person meeting, which is also complimentary, is an extension of that phone call; it’s an opportunity for us to determine whether we can form a solid working relationship. Your assignment at the end of that meeting is to go home, have dinner, and sleep on these three questions: Do I like Jessica? Do I think she can help me? Do I want her to? If, after a few days, the answers to those questions is yes, yes and yes, then you will hire me.
At that point I will give you a formal contract, instructions on how to upload your information into my client portal and a list of documents to provide to me. We will likely have an email exchange and/or telephone call so you can fill in any missing details. I will then go to work on your file.
You will come in for at least two 90-minute meetings to go over my findings and suggestions. These are collaborative meetings in which we will go over the highlights together. At the end of the meeting, you will receive a letter that captures those highlights, the results of my financial planning software that we reviewed together and any supporting documentation that goes with it.
What you’re really going to love is the email I send which provides you with a list of next steps and recommended completion dates. We will assist you with those items. This whole process typically takes 3-6 weeks, depending largely on scheduling availability. Clients who have placed assets on my wealth management platform will hear from me quarterly and we will meet at least once a year to review everything.