New Client Process
We Are Committed to Providing
Massive Value to our Clients
Whether you are an long-standing client, or just going through the introduction process, our aim is to always demonstrate our value.
After going through our introductory process, we want you to take as much time as you need to evaluate if we will provide multiples of value to you.
01
Initial Phone Meeting
Initial Phone Meeting
Before committing your time (and ours), this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Podiatrist if you needed heart surgery.
If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.
02
First Virtual Meeting
First Virtual Meeting
Prescription without evaluation and diagnosis is malpractice
The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation.
Your answers to our questions, along with the documents we requested you provide, will guide our analysis, which will result in plain-English answers to the four most critical questions.
03
Our Analysis
Our Analysis
This is where the magic happens
We will apply decades of experience, thousands of hours of training and mentoring by the
industry’s top experts to answer the following questions:
- Can you afford to retire?
- Are you overpaying your taxes?
- Can your portfolio be improved?
- Can you eliminate, or at least reduce threats to your retirement?
04
Second Virtual Meeting
Second Virtual Meeting
This is where the proverbial rubber hits the road
During this meeting we will explain, in plain English, exactly what you need to do to achieve your inancial goals, including the answers to the four questions we asked during our analysis.
This is where you will see, in dollars and cents, how our firm can improve your finances.
At the end of this meeting we will ask if you would like to begin working with our firm or if you would like to sleep on it.
05
Sleep On It
Sleep On It
Because we understand that making decisions about your money is important, we are in no rush for you to make a decision. Prior to deciding whether we should work together, you will want to answer the following questions:
- Do I like/trust/respect the team at Lifeproof Financial?
- Will the benefits they provide exceed their cost?
- Do I understand and agree with their investment philosophy?
- Do their recommendations make sense to me?
06
Third Virtual Meeting / Paperwork
Third Virtual Meeting / Paperwork
During this meeting we will answer any questions you have and if you are ready, start the paperwork to become a client.
Prior to this meeting we will have sent you a detailed explanation of this process and answered all of your questions and concerns.
*While we would love to work with you, if you decide that it’s not a good fit we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.