Contact
Have Questions?
Call or Email
(650) 387-0533
will@thinkdifferentfp.com
Ready For A Free Consultation?
Use The Meeting Scheduler Below
New Client Meeting Process
Step 1: Introductory Video Call
60 Minutes
Our goal is to provide you with all the information you need to make an informed decision about working together. In this meeting, we’ll discuss:
- Your goals for financial planning
- How we work with clients
- Any questions about our process, services, fees, etc.
- Next steps
Think It Over
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:
s
- 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 2: Draft Financial Plan Meeting
90 Minutes
We’ll review your draft financial plan and provide observations regarding your:
- Net Worth
- Cash Flow (Income, Expenses, Taxes, and Savings Rates)
- Current Investments
- Goals
Step 3: Implementation
60 Minutes
In this meeting we’ll:
- Refine your financial plan
- Agree on an investment allocation
- Start addressing your most pressing financial needs
- Open and transfer accounts
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 quarterly performance reports.
- You’ll receive unlimited phone and email support.
Not ready to schedule an appointment?
Sign Up For Our Newsletter
Receive an email when new articles are posted.