Step 1: Let’s chat
You can schedule a phone call with us to chat through your financial needs, learn more about us, and see if we’re a good fit. (Don’t worry, the call is entirely free and there’s no obligation at all – it’s just a ‘getting to know you’ discussion.)
Step 2: Tell us more
If you’re ready to move forward, we’ll send you a short questionnaire to complete, giving us a little more information about your financial situation and what you want to tackle.
Step 3: Let’s meet
We’ll meet face to face or virtually to work through your goals and current financial situation. This is our time to listen and ask the right questions so we have the complete picture. Nurtured Wealth has clients across the country so we’re also happy to set up a meeting via phone, Skype or in our office. The first meeting usually runs one hour.
Step 4: Let’s get all the details
Now that we’re committed to working together, we’ll flush out your goals and concerns and talk about your previous investment experiences. We’ll also pull together all the necessary information, including account details, tax returns and estate plans – so that we have everything we need to build a customized plan for you.
Step 5: Time for a plan
We’ll write a complete, tailored financial plan and strategy report that outlines our recommended steps and a prioritized ‘to do’ list of actions for both of us to work on. We’ll go through these documents together in step 6.
Step 6: Let’s walk it through
We’ll walk you through every aspect of your customized plan so you’re 100% confident and feel good about the steps we need to take to reach your financial goals.
The first month
Let's regroup! We will meet to see what we have accomplished thus far and what we want to focus on next. We'll talk through any questions that have come up and make adjustments if necessary.
We’ll arrange to meet with you at least twice a year to review your accounts, what’s going on in the market and how your financial plan is working out. In addition to our regular catch ups we’re always here for you, to answer any questions, talk through life changes or provide advice.
Annual financial review
Each year we’ll take a step back and assess where you’re at. The financial plan we create for you is a living document that will be revised and updated as your life changes.