Our Process to help you make an Educated & informed decision
Step 1 - Initial Phone Call
Step 2 - In-Person or Virtual Meeting
Step 2 - In-Person or Virtual Meeting
Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise.
If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.
Step 2 - In-Person or Virtual Meeting
Step 2 - In-Person or Virtual Meeting
Step 2 - In-Person or Virtual Meeting
The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation.
Your answers to our questions, along with the documents we requested you bring, will guide our analysis, which will result in plain-English answers to four critical questions.
Step 3 - Proposal
Step 2 - In-Person or Virtual Meeting
Step 4 - Sleep On It
This is where the proverbial rubber hits the road
During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals, including the answers to the four questions we asked during our analysis.
This is where you will see, in dollars and cents, how our firm can improve your finances.
At the end of this meeting we will ask if you would like to begin working with our firm or if you would like to sleep on it.
If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.
Step 4 - Sleep On It
Step 5 - Third Meeting/Paperwork
Step 4 - Sleep On It
Having been in business for more than 20 years, we are in no rush for you to make a decision. Prior to deciding whether we should work together, you will want to answer the following questions:
o Do I like/trust/respect the team at Clearview Wealth Management?
o Will the benefits they provide exceed their cost?
o Do I understand and agree with their investment philosophy?
o Do their recommendations make sense to me?
Step 5 - Third Meeting/Paperwork
Step 5 - Third Meeting/Paperwork
Step 5 - Third Meeting/Paperwork
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.
*While we would love to work with you, if you decide that it’s not a good fit we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.