05/19/2026
What does it look like to work with me?
I think the whole “shrouded in mystery” approach should have been left behin; I prefer a much more upfront “cards on the table” approach.
So let’s cut to the chase:
1. Discovery Call/Meeting
We address your personal and financial circumstances, the current course of action, what works for you, and where you want to be.
2. Onboarding
Based on our Discovery Call/ Meeting, if we decide to move forward – we will sign a Financial Planning Engagement. You will receive a list of all the information needed to run a detailed plan.
3. Develop your personal Financial Plan.
Based on our conversation during our initial meeting, I put together a custom plan identifying alternative course(s) of action. The plan comes complete with a timeline of what should be completed now, soon, and later for each process step.
Once we decide on the best plan for you, we implement the plan and move into an onboarding phase of completing and checking off each step of the course of action chosen. We address the implementation responsibilities and select specific products to help meet our desired results.
4. Monitoring, Progress, and Updating
We meet at least Annually, whether over the phone, via zoom, or in-person (you decide), to discuss the progress toward our desired results, if there are any changes to your situation or any recommendations for modifications of specific products and services.
As a full client, you receive access to a financial planning tool, “CLIC Client – financial website,” for real-time updates of any accounts with our office as well as any outside accounts that you link to the portal.
Of course, this is a typical engagement; the process from step 1 to step 4 can run anywhere from 1 hour to 1 month. The speed of which is determined by you.
Interested in learning more? https://buff.ly/fOKIEpI
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Boyer Sappenfield Investment Advisors are not affiliated.
