Step 1 – Discovery Call
This 15-minute phone call is designed to give us both a chance to make sure your needs, concerns, and goals are clearly aligned with our unique expertise and experience.
Step 2 – Vision Visit
“Prescription without diagnosis is malpractice.”
The goal of our Vision Visit is to help us to get crystal clear about your personal goals, what’s most important to you, and the questions that are currently commanding your attention.
We’ll guide you through a discussion that will help us establish a clear direction for your plan, based on your personal priorities and how you define success for yourself and your family.
The only decision that will be made at the end of this visit, is whether we each feel if we’re a good potential fit to work together, and if it makes sense to move forward with a full assessment of your current situation.
Step 3 – Blueprinting Visit
During our Blueprinting Visit we’ll review what we discussed in your Vision Visit to ensure nothing has changed, share what we found in our analysis of your current plan, and discuss potential opportunities to help you achieve your financial goals more predictably.
This is where you’ll discover, in dollars and cents, how we may be able to help improve your odds of successfully reaching your goals for retirement.
Assuming we’re still in agreement that we’re a good fit to work together, at the end of this visit, we’ll simply ask if you’d like to hire us to help you implement our plan recommendations, or if you would like to sleep on it.
Step 4 – Sleep On It
Nobody wants to feel rushed into making a decision. We understand you may wish to sleep on it before taking that next step. We know how important this decision is and we never pressure you to do anything before you’re ready.
Prior to deciding whether we should work together, you’ll want to answer the following questions.
• Do I like/trust/respect the team at Two Waters Wealth Management?
• Will the benefits they provide exceed their cost?
• Do I understand and agree with their planning philosophy?
• Do their recommendations make sense to me?
We don’t believe in “hard selling” or pressuring anyone into big decisions. If you decide we aren’t a fit, we’ll simply go our separate ways as friends, and we’ll even gladly refer you to another advisor that may be a better fit if you decide to go in a different direction.