At Everest Wealth Advisors, we are eager to connect with new clients. That being said, we understand that finances can be overwhelming. As we’ve mentioned before, our mission is to make you feel at home. That is why we have taken the time to describe the general experience of a new client, and what they can expect from us during and after our initial meetings. That way, you can walk into our office feeling familiar with Everest, our team, and the path we will take on your first steps toward financial freedom.
In your first meeting, we will explain how our planning process works and also share our philosophy on the financial world. Most importantly, we will take the time to more clearly define the goals that you, your family, or your small business would like to achieve during your lifetime. It is this list of goals that will guide the rest of your planning process.
Estimated time frame: 1-2 weeks. Estimated # of meetings: 1
During your meeting, we will examine your current path and the goals you laid out for us. This will serve as our basis of comparison as we measure the effectiveness of other potential financial strategies. We will:
Estimated time frame: 1-2 weeks. Estimated # of meetings: 1-2
After gathering the details, we will design a plan of action that is best suited for accomplishing the unique goals you’ve laid out for us. We will:
In order to ensure that your plan progresses smoothly, we ask that you full out an Excel Expense Spreadsheet provided here: View Spreadsheet
And that you bring with you the necessary documents, as listed here: Link to: View Document List
Estimated time frame: 1-4 weeks. Estimated # of meetings: 1-2
As your plan progresses, our advisors will review it annually and adjust the course as needed. If you feel you need assistance more often, our advisors are available to check in as frequently as necessary to help you feel secure. We will:
Everestwealth@lpl.com | (720) 826-1092