Start with Our Process
Whether you’re just starting out or well on your way, your pursuit of true wealth and financial freedom begins with a framework for success. No matter your definition of true wealth, we will be there every step of the way. Our process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customized financial plan that adapts and changes as your life progresses.
A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Cardiologist if you needed foot surgery.
If we aren’t the right financial planning firm to help you, we will happily point you to the right expert for your unique needs.
Like a doctor, it’s important to diagnose before we prescribe.
The next step is a visit to our office. During this meeting, our team will get crystal clear on your financial goals, needs, and concerns.
Before this meeting, we will request a few important documents. This data will drive our analysis and result in answers to the three critical questions.
We will apply over 85 years of experience, decades of Nobel-prize winning research, and thousands of hours of training to answer three critical questions for you:
- Are you on track to reach your long-term goals (e.g. retirement or work-optional)?
- Do you have significant gaps or red flags in your plan?
- How can your investments be improved?
With your assessment complete, we will have a second meeting to review our findings and share our recommendations.
In plain English, we will explain exactly what you can do to help improve your long-term financial plan. We will also answer the three critical questions.
While you may be eager to implement your plan immediately, we like to wait until you’ve had time to thoroughly review it.
Think About It
We are looking for long-term clients, not a quick transaction. It’s important you take the time to make an informed decision. To help you make a smart decision, answer these questions:
- Do I like, trust, and respect the Keystone Financial Partners team?
- Do the benefits outweigh the cost?
- Do I understand and agree with their investment approach and financial planning recommendations?
We will follow up with you after a few days to move forward if you choose or if you decide that we aren’t a good fit to work together, we will not take it personally. There is never a hard-sell or pressure to say yes.
We are truly honored to be working with you. Before the fun begins, we will regroup (via phone or in-person) to answer any outstanding questions and set expectations for the new client process.
Prior to this meeting, we will have sent you a detailed breakdown of this process and addressed any concerns.
45 Day Check-In
We encourage you to be as involved in your wealth plan as you’d like. During this meeting we will review our process, introduce you to the software we use and show you how to access your statements and important documents.
90 Day Check-In
We know that the first weeks and months of a new advising relationship are critical, and we want to make sure you’re happy with how the process has been going and feel cared for. This check in allows us to answer any questions you might have and address any outstanding items that still need to be handled.
We meet with you at least annually to check in on your goals, evaluate your plan, and make sure your money is working in your best interest. We aren’t a “set it and forget it” firm. Once the wealth plan is in action, we consistently monitor your plan and keep in touch with you. These meetings give us the opportunity to update the plan and review the progress toward your long-term financial goals.