HOW WE DO IT

Initial Call

• Get to know each other

• Understand who we are

• Understand your "why"

• Discuss options of working with THE PATH

• Determine direction in strategy

• Confidential questionnaire sent to you to complete

Goal Setting

This meeting typically takes 60-90 minutes

• Review completed questionnaire

• Define your goals

• Discuss investment related to hiring the team

• Explanation of the process and answer any questions

Case Design

This process typically takes 3-6 weeks

Following your engagement in our planning agreement, we will work closely with you to capture where you are today. We will review your goals of where you want to be, and may request formal documents/statements on existing accounts

Strategy

This meeting typically takes 90 minutes

• Review goals, obstacles, and observations

• Discuss strategy around achieving your goals

• Review specific recommendations

• Review action steps to help achieve your goals

Delivery and Implementation

This meeting typically takes 30 minutes

• Answer any questions or concerns you have related to the recommendation strategy

• Final report for you to keep

• Implementation option through our firm

Continued Communication

Keep us in mind when your life has any changes. The more we know, the more we can help you reach your goals. Some changes may include:

• Market concerns

• Estate planning

• Major purchases

• Unexpected changes or expenses

• And more!