Step 1
Introductory Phone Meeting
Before investing a significant amount of time—yours or ours—we start with a 20-minute introductory call. Think of it this way: you wouldn’t go to a cardiologist for knee surgery. In the same spirit, this call ensures that your needs align with our expertise.
It’s completely complimentary—no paperwork, no sales pitch, no obligation.
Instead, we’ll simply use the time to get to know each other and decide if it makes sense to move forward with creating a personalized, one-page financial plan and tax analysis—at no cost to you.
Step 2
Formal First Meeting
The purpose of this meeting is to gain a clear picture of your financial goals, concerns, and unique circumstances.
To make the most of our time together, we’ll ask you to share a few key documents—such as your tax return and account statements—so we can prepare your complimentary Financial Check-Up & Tax Analysis.
Your input, along with the information you provide, will allow us to deliver meaningful insights and address the same types of questions and concerns we hear from many of our clients.
Step 3
Our Analysis
At this stage, our CERTIFIED FINANCIAL PLANNER® professional puts their extensive training and experience to work for you. Using the information you’ve provided, we’ll create a clear, easy-to-understand executive summary that highlights how we can strengthen your retirement plan, increase your income, reduce your tax burden, and fine-tune your portfolio—helping you move toward the most confident retirement possible.
Step 4
Formal Second Meeting
This is the stage where we present your Financial Check-Up & Tax Analysis and walk you through, in plain language, the steps you can take to achieve your financial goals. Our recommendations provide a high-level overview of your current situation across five key planning areas: Retirement Income Planning, Income Tax Planning, Estate Planning, Investment Planning, and Protection Planning.
If you feel confident in our team at BeaconPath, are comfortable with the recommendations we’ve provided, and believe the value we deliver exceeds the fees you’ll pay, the next step is simple—we’ll begin the onboarding process and welcome you into the BeaconPath family.
Step 5
Implement Plan & Become Part Of Our Family
If we decide we’re the right fit, we’ll guide you through a simple onboarding process to officially welcome you as a client.
Step 6
Monitor Plan
Every strategy requires ongoing attention, and that’s where our team comes in. We continually monitor the details of your plan so that when life events, market shifts, or other changes occur, we can adjust together. This proactive approach helps ensure your plan stays aligned with your goals and keeps you moving confidently toward the future you want.