Every client relationship starts with a Discovery Meeting to determine if we're the right fit. During this conversation, we'll explore your financial goals, the services you’re seeking, what it’s like to work with SWM, and the associated costs.

If we mutually agree that we're a good fit to help you steward your wealth, you’ll be invited to sign a client agreement—and from there, we’ll begin building your personalized financial plan.

Next, we’ll schedule a Get-to-Know-You Meeting to discuss your values, passions, and vision for long-term success. We'll also begin a conversation about your financial, professional, and personal goals through a series of open-ended questions.

Following this meeting, you’ll receive an intake form to provide detailed financial information, along with a request for documents like your most recent tax return, account statements, etc...

In the next meeting, we’ll review the information you’ve provided to ensure clarity and accuracy. I may ask follow-up questions to gain a deeper understanding of your financial picture.

We’ll also begin discussing potential strategies to save money on taxes, optimize your investments, and increase your capacity for giving.

Next, we’ll present your personalized financial plan. Following the presentation, we’ll schedule either a plan adjustment meeting or begin the implementation process.

Implementation may take several steps or meetings depending on the plan’s complexity. Once the plan is fully in place, we’ll meet at least annually to stay on track and make adjustments as needed.