In this 30-minute call, we’ll talk about your financial goals and give you a clear picture of our process, team and approach. You’ll leave with a solid understanding of how our tax-smart, holistic planning works. If we’re a good fit, we’ll move on to the next step together and start the beginning of a successful long-term partnership.

In this step, we dive into your financial goals by exploring your current situation, your aspirations, and your timeline for achieving them. We take the time to listen to what money means to you, helping us understand your unique needs and priorities. This insight allows us to create a more personalized financial plan.

In this 60-minute meeting, two Clarion advisors will discuss your financial goals and present a tailored wealth management strategy to help you work towards achieving them. We’ll share our insights, outline the next steps and provide a transparent fee quote. If we decide to partner, we’ll meet quarterly or as needed to review your plan and make any changes due to life changes or circumstances.