Schedule an Introductory Consultation
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Schedule an Introductory Consultation
Feel free to schedule an introductory 15-minute consultation with us. This call will give us both a chance to see if we are a good fit for each other and if your needs match up with our expertise before moving any further in the process. After all, you wouldn’t want to waste your time working with a cardiologist if you needed elbow surgery!
If it turns out that we are not the best fit or that your needs would be better met with a different firm, we will help you find a firm that is a better fit for you.
What Makes for a Good Fit? Clients we work best with and add the most value for:
- Investors of any age across the country who have strong legacy goals and a long-term mindset
- Delegators who recognize the value of professional expertise and are willing to outsource investment management and financial legacy planning
- Folks who are motivated to receive advice and follow through on it to achieve their goals
- Gracious individuals who reciprocate professional courtesy and respect
Our Process
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Step 1.
15-minute introductory consultation to assess fit.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard.
Step 2.
1-hour Meeting
If it is determined that Charis Legacy Partners would be able to meet your financial planning needs, we will then schedule a 1-hour Zoom call to get to know each other better and discuss your goals and concerns, as well as map out your financial position, risk tolerance, etc. In the meantime, we will request a few important documents and pieces of information that will be pertinent to the planning process.
Step 3.
Client On-boarding
Based on the information gathered, Charis Legacy Partners will develop a customized plan with optimal strategies for getting you from where you are now to where you want to be, and we will schedule a plan review meeting via Zoom to cover it with you in detail. We will seek your input and iterate on this plan until everyone is on the same page and in agreement
Step 4.
Plan Review Meeting
When you are ready, we will onboard you as a client of Charis Legacy Partners and begin the process of executing on this plan. For example, this may include opening accounts, re-allocating investments, engaging with an estate attorney and CPA, etc. But don’t worry, we’ll hold your hand the entire way: we will develop specific action items and identify who will be responsible for each, and then check in periodically to ensure timely progress is being made.
Step 5.
Annual Meetings
We will meet at least 4 times via Zoom during the first year to establish a solid foundation of executing on this plan. Then, we will settle into meeting at least twice annually to track changes to your financial situation, monitor progress against goals, provide coaching, and make any needed adjustments to your plan. You will also have unlimited access to us via email and text message, and we will have follow-up phone calls as needed.
Step #1: Schedule Your Meeting
This short Zoom meeting will give us both a chance to make sure that we are a good fit to consider working together.
Frequently Asked Questions
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