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?

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