Gain Access to Unbiased, Net Worth Financial Advice
Based in Indianapolis, Serving Business Owners Across the Nation
Our Holistic Planning Process
We learn about what you need from your advisor in our first meeting. We firmly believe that finding the right fit is critical in working with an advisor, so we’ll introduce ourselves and our services. We’ll discuss our commission-free compensation structure and answer any questions you may have.
During this interactive meeting, we’ll go in-depth in our understanding of your current financial status, future wants and needs, potential “what if” scenarios and learn more about your goals. This conversation will help us develop solutions to your goals and concerns.
Our team develops your family’s financial plan to address your goals and concerns. During our presentation of the financial plan, we will outline our recommendations to readjust your assets to best align with your goals in a tax-efficient manner. We’ll walk you through our paperwork and any outstanding items.
With a list of prioritized action items, we work with you to answer any questions and complete your to-do list. For any accounts that need to be transitioned, we’ll provide weekly communications regarding the status of the transfers and any tax considerations.
We’ll get you connected with our online client portal and mobile app, allowing you to access all your finances anytime, at your convenience. In this meeting, we will review your account statement and ensure you’re staying on track toward your goals.
As we move into an ongoing partnership, we’ll begin discussing other aspects of your finances, including tax and health insurance planning, coordinating with your trusted professionals, understanding the likelihood of achieving your personal goals and updating your assets and liabilities. When action is required by you, we’ll provide you with clear steps for you to complete, and if you prefer, we will work with you to get them done.
Begin With Your Complimentary Call