BEHIND THE SCENES: Becoming A Client

So, you’ve decided to become a client—congrats! You’ve officially entered the “Why didn’t I do this sooner?” phase of financial planning. But what actually happens next? Here’s a peek behind the curtain.

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Behind The Scenes: Your Meetings

BEHIND THE SCENES: Your Meetings

Ever wondered what happens before, during, and after a financial planning meeting? A lot goes on behind the scenes to ensure every conversation is meaningful, efficient, and tailored to your goals. Here’s a look at the process that helps you stay on track toward living abundantly.

Before

Long before our conversation begins, my team and I are hard at work. Scheduling, running reports, reviewing beneficiaries—it’s all part of the prep work. But the real deep dive happens when I update and analyze your financial plan, create your Tax Report and Tax Scenario Analysis (get your complimentary Tax Return Review HERE), and consider every opportunity to help you save money on taxes.

Because most of my clients are in Spokane, Deer Park, and Chewelah—areas without state income tax—certain planning strategies apply widely. However, I also serve clients across states like California, Texas, and North Carolina, where tax laws vary significantly. No matter where you live, our goal remains the same: to help you keep more of your hard-earned money through smart tax planning.

A comprehensive review means analyzing 108 different factors that could impact your financial life. We’ll look at:

  • Age-based decisions (Social Security, Medicare, tax bracket shifts)
  • Pension claiming strategies
  • Backdoor Roth IRA eligibility
  • 401(k) maximization tactics

Every detail is captured in a personalized agenda, available digitally or in print, to guide our discussion.

During

When we meet, our conversation starts with what matters most to you. I want you to ask yourself:
“What does living an abundant life mean to me?”

Think about:

  • Any big life changes this year—family, health, career
  • Upcoming goals—major purchases, travel, charitable giving
  • New passions—pickleball, grandkids, dream family reunions

Every piece of your life story informs your financial plan. The more we know, the better we can tailor strategies that align with your vision.

From there, we’ll walk through your personalized financial plan, covering your investments, tax outlook, and long-term trajectory. Expect clarity, confidence, and practical steps to keep your wealth aligned with your values and aspirations.

After

Once our meeting wraps up, the work doesn’t stop. Here’s what happens next:

  • You’ll receive a summary email outlining key takeaways and action items.
  • A clear to-do list will highlight any steps you need to take.
  • I’ll complete a compliance review to ensure we’re meeting the highest standards of care for your finances.

Meanwhile, my team jumps into action again with another checklist (yes, we love checklists!) to confirm every detail is handled properly.

But it doesn’t end there. A week or two after our meeting, you’ll get a follow-up call to check in. If any questions or ideas have surfaced since our conversation, we’ll make sure they’re added to your next agenda.

Why This Matters

Financial planning isn’t just about numbers—it’s about building a life of abundance with confidence and intentionality. Every meeting is a chance to align your financial future with your dreams, ensuring your wealth works for you in the ways that matter most.

So, as you prepare for your next review, come ready to dream big. We’ll take care of the details – you focus on living abundantly.