Early Stages

We utilize a 4-step process to begin our working relationship

Step 1: Discovery Meeting. This call will be with Mike Troxell and usually lasts 20-30 minutes. The purpose of the call is for both you and Mike to ask questions in order to learn more about each other to ensure good fit.

Step 2: Getting Started: For this meeting, we will dive deeper into your goals, dreams, objectives and wild ideas. We will also sign client contracts during this meeting.

Step 3: Information gathering: This is often the least exciting step of the process, however it is the most critical for us to prioritize our next steps. In order to best serve you, we need copies of a lot of paperwork. This includes statements, insurance documents, estate planning documents, and tax returns. We utilize a secure portal to allow you to easily upload copies of important documents.

Step 4: Facilitate account transfers and begin working through any high-priority items discovered in the previous step. 

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Later Stages

Throughout the course of the first year, we will prioritize and address each aspect of your financial life to ensure we begin the journey heading in the right direction. This allows us to more easily course-correct and make-small adjustments over time. The only constant in life is change.


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