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OUR APPROACH

New Client Experience

PEOPLE-FIRST FINANCIAL PLANNING

Our approach gives us a deeper understanding of you so we can build strategies that fit your lifestyle and needs better. Our firm's time tested approach to holistic financial planning delivers goals driven results because the people we serve are at the heart of every move we make to promote their priorities.

During this 10-30 min call, we focus on determining whether or not we have a mutual fit to work together. Our goal is to see if our expertise and approach aligns with your goals and expectations before we move forward.

We have two 1-to-2-hour discovery meetings, and in this first phase, we focus on getting to know you as a person before we dive into your financial world. We’ll seek to understand your vision, dreams, philosophies, and the path that’s led to your success thus far.

During this second phase of discovery, your advisor will work to understand your full financial picture, including existing strategies you have in place.

We begin by reviewing your vision and dreams together and discussing how your existing plan stacks up to those goals. Then we’ll present your comprehensive plan that addresses tax efficiency, financial independence, retirement income maximization, investment management, risk management, business planning, and estate planning.

We take an educational approach in this meeting, explaining how the tools in your plan work and how they come together to support your overarching vision. Once we get your final approval on the plan, we put your financial strategies into action so your wealth can begin to align with your ideal future.

This recap meeting reviews the steps we’ve taken and keeps you informed of our progress, and any challenges or opportunities we’ve discovered along the way.

When your life circumstances or priorities change, your financial plan needs to adapt as well to ensure you are remaining on the right path. That’s why we do frequent check-ins to help us maintain a strong connection to everything going on in your world.

GET THE FINANCIAL CLARITY THAT COMES WITH HAVING A TEAM OF PROFESSIONALS IN YOUR CORNER. TALK TO AN ADVISOR FROM PARK STREET ADVISORS TODAY.

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