A Unique Experience
From Start to Finish
When it comes to our process, we believe it is important to note that while efficient, it may not always feel easy. There are many pieces associated with your financial picture and it’s our job, as a team, to help you fit them together. No matter what concerns or questions you may be facing, we’ll help you connect the dots to achieve peace of mind.
Getting Started
Step 1
Initial Phone Call
We’ll begin with an introductory call in which we get to know you. We want to learn about you and what you’re looking for in a financial partner. We’ll talk you through our client-focused approach, and provide a list of our current fees. We are fee-only planners, so our costs are fully transparent. If we decide there is a mutual fit, we’ll schedule our first meeting.
Step 2
Gather Information
Before our first meeting, we will ask you to provide a list of items that will help us learn more about your finances and what your initial goals are.
Step 3
First Meeting
Our first meeting is designed to confirm the information that was sent and begin to prioritize your goals.
Step 4
Second Meeting
This meeting is a review of where you stand in reaching your goals. We will also review recommendations for changes and discuss a plan for implementation. We will provide you with a clear and concise to-do list to help keep everyone accountable.
Step 5
Discretionary Investment Management and Ongoing Plan Monitoring
Now that you have joined the Montis family, our relationship will continue in order to best serve you and your ever-changing needs. Based on any life changes or milestones you encounter, our team will make adjustments as needed.
Step 6
Continuous Service
Over time, our relationship will continue in order to best serve you and your ever-changing needs. Based on any life changes or milestones you encounter, our team will make adjustments as needed.
Ready To Begin?
Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client.