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Learn More About Our Prospective Client Meeting Process

The process for becoming a client is simple. We first recommend that you familiarize yourself with our financial planning services and investment strategy.

For people who are potentially a good fit for our firm, there is no cost or obligation for the entire introductory process, detailed below. We want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.

This process has been designed to give you a framework for making an educated and informed decision about working together.

Step 1: Introductory Video Call

45 Minutes

This conversation gives us a chance to make sure your situation matches our expertise. Once that’s established we’ll explore how you envision your ideal future. This includes discussing your current financial situation as well as your short-, medium-, and long-term goals.

If we proceed to step two, we’ll schedule that meeting and request documents ahead of that conversation to better understand your finances.

Step 2: Draft Financial Plan Meeting

90 Minutes

In this conversation we’ll review your draft financial plan and provide observations regarding your:

  • Net worth statement
  • Cash flow statement
  • Current investments, including company stock
  • Taxes
  • Goals


Think It Over


We understand that hiring a financial advisor is a big decision. Prior to deciding whether or not we should work together, you’ll want to answer the following questions:

  • Do I like/trust/respect the people at Think Different Financial Planning?
  • Will the benefits they provide exceed their cost?
  • Do their recommendations make sense to me?
  • Do I understand and agree with their investment philosophy?

Step 3: e-Signing and Implementation

60 Minutes

If you decide to hire us, we’ll meet again to:

  • Refine your financial plan
  • Agree on an investment allocation
  • Start addressing your most pressing financial needs
  • Begin the account-opening and/or account transfer process, if necessary


    Going Forward


    • We’ll be there every step of the way, looking after your financial future.
    • We’ll check in every 3 months
    • We’ll plan for an update meeting every 6 months.
    • You’ll receive unlimited phone and email support.

    Not quite ready to schedule an appointment?

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