WHAT: A two-meeting process to develop a clear financial plan with investment & tax strategies. See a sample.

WHY: So you can see exactly where you stand financially and make an informed decision about hiring me.

WHO: I do my best work for diligent savers with $1,000,000 or more in investments.

Step 1 - Introductory Call

A 15-minute call provides an opportunity for us to make sure your situation matches my expertise. If my team is not the best fit for you, I will introduce you to one of the many great advisors I know. Schedule an introductory call.

Step 2 - Exploratory Meeting

This complimentary 60-minute meeting (in-person or via Zoom) is designed for us to discuss and map out your goals, questions, and concerns. We will use this discussion to guide us in creating your financial assessment, which we will review during our next meeting.

At the end of the this meeting, we will schedule a strategy meeting and send you a list of documents to gather so we can begin our analysis.

Step 3 - Evaluate

I will use the data provided, along with our discussion, as the framework for creating your assessment that will answer 4 key questions:

1. Are you on track for retirement and other goals?

2. How can your investments be optimized?

3. Are you overpaying on taxes?

4. Are there any key threats to your financial goals?

Step 4 - Strategy Meeting

During this meeting, I will review with you, in plain English, your financial assessment, which will show you exactly what my recommendations are. You can expect to receive an easy-to-understand financial plan, an investment analysis, and a tax snapshot.

At the end of this meeting, I will outline the next steps to implement our recommendations.

Step 5 - Take Your Time

There’s no pressure to decide anything at the end of the strategy meeting. You can tell us it isn’t the right fit. You can tell us you’re ready to get started. Or you can take a week to think it over.  With more than 30 years in business, we’re in no rush for you to decide. Before deciding to work with us, you should be able to answer “yes” to these questions:

1) Do I understand and agree with their financial planning and investment philosophy?
2) Will the value I receive outweigh the cost of their fees?
3) Do I trust Reston Wealth Management?

If you’d like some time, we’ll check in about a week later to see how you’d like to move forward.

Step 6 - Launch Meeting

During this meeting, I answer any questions that you have and begin the process of implementing the first steps of the plan, often including:

1. Further discussion around goals and objectives

2. Opening new investment accounts

3. Outlining the first year of our relationship by prioritizing your most pressing issues

Step 7 - First Year

During the first year of engagement, we typically have four meetings to cover each of the core areas of financial planning:

1. Financial Planning and Projections

2. Cash Flow and Taxes

3. Investments and Real Estate

4. Estate and Insurance