Last month, I shared a behind-the-scenes look at a typical business day. This month, I want to pull back the curtain on what happens after someone decides to become 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.
Step 1: We Put the Plan in Motion
By this point, we’ve already crafted a clear, actionable plan to help you live more abundantly by connecting the dots between your family goals and strategic financial decisions. Now, it’s go-time. This means opening accounts, transferring investments, and setting up online access so you can see your money working for you (without needing a degree in finance to understand it). |
Step 2: Paperwork—But Make It Easy
Yes, there’s paperwork. No, I won’t make you suffer through it alone. My team and I handle the heavy lifting, guiding you through the forms, signatures, and transfers to make sure everything lands in the right place. We aim for a smooth transition—think less “bureaucratic nightmare” and more “surprisingly painless.”
Step 3: Rolling Out the Welcome Mat
| If someone referred you to me, they’re getting a gift as a thank-you (because good people should be rewarded). One of my favorite gifts in recent years has been a high-quality, hand-made apron from an artist in Spokane. I bought my wife and daughter each one a few Christmases ago and then discovered they were a great gift to pass on to other families! And you? You get to stop feeling behind in your finances. You get that deeply peaceful feeling of knowing you’re getting financially healthy. You get to breath. You get to live abundantly.  |
Step 4: Actually Doing the Stuff Most Advisors Don’t
| A lot of financial advisors stop at “Here’s your plan—good luck!” But that’s not how we roll. We’re here to actually implement the strategies we built together, not just hand you a fancy report and disappear. This means we’ll take the next 100 Days To: ✔ Review (or write) life insurance policies so your family is protected ✔ Work with your attorney to review (or write) your estate planning documents—because a solid will and power of attorney are non-negotiable. Read Why You Need Estate Planning In Deer Park & Chewelah ✔ Flesh out the details of your tax planning strategy, whether it’s optimizing charitable giving, navigating Roth conversions, or simply making sure Uncle Sam doesn’t get more than his fair share. This is the part where your financial plan stops being an idea and starts working in real life. My job is to guide you through each step so you can move forward with confidence—without getting lost in legalese, tax codes, or the fine print of an insurance policy. What do all those steps add up to? Helping active retirees and successful business owners LIVE ABUNDANTLY by connecting the dots between family goals and strategic financial planning. |
