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It is a big decision to engage a professional financial advisor and it is helpful to know what you should expect in the process. At CoCreate Financial, we work a little differently than most firms. This article will give you an overview of the process we use to allow clients to explore our firm and initiate an effective, long-term planning and asset management relationship.

We are an intentionally small firm providing highly personalized investment and wealth management services to our clients. Our clients are people who are connected to their purpose.  Rather than managing their investments and obsessing over the details of their financial plan, they want to be engaging the people close to them, building their businesses, experiencing the joys of life, and serving their community. We come along side our clients and work to align their financial resources to support them in pursuing their passions and the things that matter most in life.

In order to accomplish this, we have to be the right fit for each other. We have designed our process so that we can both evaluate the potential of a long-term professional relationship along with exploring the specifics of what your financial planning process will look like before either of us makes a commitment.

The first step is to schedule a 30-minute “Find out about CoCreate” phone call by visiting cocreatefinancial.com/schedule and picking a time that will work for you. On the phone call, we will want to hear about the basics of your financial situation as well as your goals and plans. We will ask lots of questions to gain an understanding of who you are and where you want to be headed. We will share about our firm and an overview of how we would engage in your specific situation.

If it appears that we might be a good fit, we will continue the process by scheduling a 1 hour in person (or remote) meeting. Generally, we will also request you provide us with some specific documents and information regarding your situation and the items we discussed before the next meeting.

At our 1-hour meeting, we will examine your situation in greater detail and with more specifics. As we go through the meeting, we will outline the beginnings of your financial plan and how we would assist and support you throughout the different stages of your life. We will discuss any financial questions you have as well as any questions regarding our firm and process.

We will end the meeting with requesting you take some time to consider if our firm is the right fit for you as we do the same. We will call you within a few days to let you know if we determined our services will be able to effectively meet the unique needs of your situation and if we believe we are a good fit for working with each other. At that point, you can let us know if you are ready to start moving forward, or take more time to decide if necessary.

We value this process because we believe it sets us on a path for productive, long-term relationships with our clients. We take a limited number of new clients per quarter in order to ensure a great experience for both our new clients as well as our existing clients.

We hope this overview is helpful in understanding what to expect if you chose to explore working with our firm. If you would like to start a conversation about how personal financial planning may benefit you, schedule a 30-minute phone call with us today. We look forward to talking with you soon!

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