Bespoke Financial Plans are 100% customized to you. Our process makes it painless.
Will I run out of money in retirement?
Am I overpaying on taxes?
Am I taking too much risk in retirement?
Is my Portfolio going to get me through retirement?
Am I paying too much for my investments?
Is my advisor really doing anything?
Together we’ll discover the answer to these questions, and any others that you may have on your mind, documented and delivered in plain english you can understand.
For those who are considering comprehensive financial planning and would be a good fit for our firm, there is no cost or obligation to go through this process as we want to give you clarity and confidence about EXACTLY how we can help before you pay a single cent in fees or entrust a single dollar of your nest egg.
Part 1: Complimentary 30 Min "Fit" call
This is where we get to know each other
What have you done so far?
What's wrong with the status quo?
What would you like to accomplish in the next 1,3,5 years?
We'll decide together if it makes sense to set up a Strategy Session to see exactly what Bespoke "looks like" on you.
Part 2 – No Cost Strategy Session 60 minutes
“In Planning as in Medicine, prescription without evaluation and diagnosis is malpractice.”
In this meeting we review the work you've already done, and discuss what it will take to accomplish your goals. Ian will share his best ideas to improve your portfolios performance, save $$$ on taxes and make sure your assets go to those you love, not our Uncle Sam.
Ian will then create a plan proposal, and we'll decide together if it makes sense to complete the process and build your plan.
How much can we save you in taxes?
How much will it cost to work with Ian?
These questions & more will be answered during this visit.
Part 1 - Our Analysis 1-2 weeks, depending on complexity
During this step we will:
Part 2 – Delivery Visit - 60-90 Minutes
We'll review your plan together, to ensure you understand the "Why" behind the "what" and can approach the next season with confidence and clarity.
During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals.
We'll outline what the next steps look like to implement the recommendations made, and discuss what other partners need to be involved, CPA's, Estate Attorneys, etc.
You'll leave with clear next steps and confidence that you're on track to meet your goals, or that we'll be on track soon.
Part 3 – Implement Your Strategy
This is where we get to work.
We will create the accounts, direct the investments, coordinate with other pros over a 6-12 month period.
We'll determine when review meetings need to happen, and help you execute all of the items on your 'financial to-do' list.
We'll provide ongoing monitoring and support through Elements(R) featured on this page, so you can stay up to date with your most important financial metrics.
If this process makes sense, don't wait: