A short 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 meeting with our team (in our office or via Zoom). During this one-hour 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 15+ 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)?
- How can your tax bill be reduced?
- How can your investments be improved?
With your Assessment complete, we will have a second meeting (in person or virtually via Zoom) to review our findings and recommendations.
In plain English, we will explain exactly what you can do to improve your plan. We will also answer the three critical questions.
At the end of this meeting, we will ask if you would like to begin working with our firm or if you would like to think about it.
We are looking for long-term client relationships, not a quick transaction. It’s important that you take as much time as needed to make a decision.
To help you make a smart decision, answer these questions:
- Do I like, trust & respect the Wealthlab team?
- Do the benefits outweigh the cost?
- Do I understand and agree with their investment approach?
- Do their financial planning recommendations make sense?
We will follow-up within a few days to determine how you would like to move forward.
If you decide that we aren’t a good fit to work together, we will not take it personally. In fact, we will wish you the best and help you find someone who might be a better fit. There is never a hard-sell or pressure to say yes.
We are truly honoured 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.