We’ve thoughtfully designed our planning process to prioritize both optimal financial outcomes and exceptional service — every step of the way.
An introductory conversation to get to know each other and find out if we’re the right fit for you.
The purpose of this meeting is to introduce Fully’s services and learn more about your financial situation, including any immediate needs, questions, and goals.
We can also provide a complimentary fee and service analysis if you're currently working with another financial advisor, so you can see how Fully compares.
Discovery meetings are offered at no cost and no obligation and can be held over the phone, over video, or in-person.Schedule Your Discovery Meeting
Once you decide Fully is the right fit for you, we’ll jump right in to help bring order and clarity to your full financial life.
The goal of this meeting is to help you gather all of your important financial data, like existing account balances and statements, inactive employer-sponsored retirement plans, insurance policies, and current cash flow details.
All of this information allows us to see the full picture of your financial situation, so we can build your personalized investment strategy and comprehensive financial plan.
During this meeting, we’ll present personalized recommendations for your investment portfolio, including your asset allocation, account consolidation opportunities, and holdings.
We'll also use this time to dive more deeply into your short-term and long-term goals.
Along the way, you’ll have the opportunity to ask any questions so you feel comfortable and confident with the way your investments will be managed.
Investments are important, but they’re just one piece of your financial picture.
Once we’re aligned on investment strategy and goals, we’ll develop your Fully comprehensive financial plan, which covers all elements of your financial life, such as:
Cash flow analysis and cash reserves planning
Debt structuring and prioritization
Net worth summary
Risk management and insurance review
Short-term and long-term goals
The purpose of this meeting is to present your comprehensive financial plan, which brings together your complete financial life and covers everything your money touches, creating a clear path toward accomplishing your goals.
As your life changes, we’ll make sure your financial plan changes, too, so it always reflects where you are — and where you want to be.
Any time you have a financial question, we’ll be here to help assess your options and provide unbiased advice so you can take the guesswork out of your finances.
Behind the scenes, we’ll continuously manage your portfolio and make sure important tasks and opportunities don’t slip through the cracks.