Intro Call
The Intro Call is the start of our EVOKE® Financial Life Planning & Wealth Management process, but most importantly, a chance to get to know each other. You can expect:
- No sales talk whatsoever
- The ability to ask us anything
- An opportunity to share your goals
- A transparent dialogue about our fees
- An honest conversation to see if we are a fit
At the end of this meeting, we’ll either decide to schedule our Exploration meeting or recommend another planner that may be a better fit for you. There is no commitment other than the time at this point.
Exploration
In the Exploration meeting, we’ll have a conversation where you are genuinely heard and can dream big. It’s an opportunity to put all of your goals and dreams on the table.
- Who are the people that are most dear to you?
- What are the things that matter most to you?
- What are the goals you must accomplish in life?
- How can you step into the person you were meant to be?
In reality, it’s infrequent for us to take the time to think of all of our hopes and dreams. However, you will feel heard at the end of this conversation, perhaps more deeply than you have in a very long time. It’s at the end of Exploration where we mutually will decide if we are to move forward with our EVOKE® Financial Life Planning and Wealth Management engagement.
Vision
In the Vision meeting, we’ll discuss your answers to the:
- Three Questions
- Heart’s Core Grid
This is when you prioritize your goals and begin to bring them to life as we paint the picture of your ideal life.
If you have a partner, you both get your vision of a great life. Once we get it right, you will feel energized and motivated by your future.
Obstacles
In the Obstacle meeting, we’ll look at what could get in the way of you living your best life and stepping into the person you were meant to be.
By identifying the obstacles and facing them head-on, we’re starting to create your EVOKE® Financial Life Plan. We also discuss your Ideal Day, Week, and Year and compare your ideal life to your current life.
Knowledge
The Knowledge stage of our relationship will encompass two meetings.
The first is called Getting Organized. Accurate data in your plan is one of the most critical aspects of success. The better data, the better advice, the more confident you can be that the decisions we’ll make are edging you closer to your best life.
This is accomplished by securely connecting your financial information to our planning software called eMoney Advisor. We also discuss your Goals for Life and the steps you will take immediately to reach each of them.
The second meeting is called EVOKE® Financial Life Plan delivery. Together, we’ve put in a lot of time and effort. It’s time to deliver and review your EVOKE® Financial Life Plan and live your best life as we implement our Wealth Management expertise and strategies.
Execution
Now that your EVOKE® Financial Life Plan is in place, it’s time to continue to Inspire Wealth! With the motivation and inspiration of your ideal life, we continue to work together to help you bring your vision to life as quickly and efficiently as possible.
The key is to continue thinking about what is most important to you and always go after it. We only get one shot at our best life, so it’s time to step into it.
From here, we will continue to serve you as your fiduciary. We’ll check in on your progress and be there to help you if you go off course, if something changes, or if something exciting happens.
We’ll have meetings dedicated to quarterly reviews, check-ins, what-if scenarios, and specific areas of Financial Planning and Wealth Management as follows:
Schedule an Intro Call
If you feel our model could fit you, your family, your business, or your life, please schedule an Intro Call. We would happily have a no-obligation, transparent, and confidential call with you.
