1700 South El Camino Real
One of the most important aspects of our onboarding process is making sure that we understand you, your goals, and your overall financial picture. Helping both of us see the big picture is essential to our ongoing communication and guidance.
We build a custom Asset-Map Report to use it throughout our interactions to make sense of your priorities and intentions, as well as gaps and areas in need of improvement. Before scheduling your consultation your introductory call, it is important that you complete this questionnaire to the best of your ability in order to make the most of your first call with Amy.
The first step is to get to know you, your current financial situation and priorities. We'll use a tool called "The Discovery Interview" to help streamline the collection of high-level data, identify opportunities and understand any concerns you may have.
Once we learn about your unique situation, we'll build your custom Asset-Map and visualize your complete financial picture. Reviewing your Asset-Map together allows us to uncover new opportunities that may not otherwise be recognized and quickly identify strategies needing attention to elevate your financial condition.
Based on your goals and what the Asset-Map reveals, Amy will provide action items, useful resources, and your personalized Asset-Map following the call. From there, you two can decide if you are a good fit to work together moving forward.