Our discovery process helps you determine whether your needs are a good fit to our firm’s strengths. This process will give you a framework for evaluating us and other firms you might be considering.
No obligation while you evaluate
We want to know exactly how we can help before you pay us a single dollar.
Check your 3 success factors
You will finish with answers to the three biggest questions about retirement.
Initial Assessment Call
A 15-minute call to understand your main financial priorities and determine if our skillset and experience could be the right match.
If we aren’t the right fit for you, we will make sure to introduce you to a firm who is better suited to your needs.
Getting to Know You
Talking in person is the best way to make a meaningful connection.
The purpose of this meeting is to explore your goals, concerns and priorities.
This conversation, in addition to the documents we request you bring, will guide our analysis. We will then be able to answer your most important questions in a non-technical, straightforward manner.
We Analyze Your Current Path & Alternatives
We apply our expertise and understanding of who you are to analyze your situation to answer three critical questions for you:
- Are you on track to reach your important long-term goals?
- How can your current and future taxes be reduced?
- How can your investments be better aligned with your goals?
We will show you exactly how to work toward your financial goals.
You will be able to see the value that our firm can bring to your finances — today and for the years to come.
We will then ask if you are ready to begin working with our firm. If not, what other insights into our value and process would help you make your decision?
Deciding to Hire Us
We are interested in forming long-term client relationships. It’s important that you take as much time as needed to make a decision. Prior to deciding whether we should work together, you'll want to answer the following questions:
- Do I like/trust/respect the team at Align Wealth Partners?
- Will their impact benefit us beyond their cost?
- Do I understand and agree with their planning & investment approach?
- Do their recommendations make sense to me?
Let's Get Started
During this meeting we will answer any questions you have and if you are ready, start the paperwork to become a client.
Prior to this meeting we will have sent you a detailed explanation of this process and answered all of your questions and concerns.
How Do I Know If I’m a Good Fit?
We benefit clients most when we help create an optimal plan of action — unifying their financial picture.
Our typical clients consist of:
Career employees, professionals, and business owners who are eager to delegate to a specialist and streamline their financial affairs
Diligent savers within 10 years of a retirement transition who have accumulated $500,000 or more of investment assets
People who value professional guidance and understand that the success of their retirement is too important to be doing it themselves