How we work with you

Prospective clients contact us to set up an initial, complimentary meeting so that your family and our firm can have a meeting of the minds. We analyze your present-day financial picture to see where and how we can be of service, and we answer your initial questions.

If we are found to be a great match for your needs, we’ll send you Prospettiva Financial’s agreements to review and sign, tailored to the data discovery we discussed.

We also set expectations on communications and meeting preferences during our initial meeting and subsequent follow-up. We rely on these parameters to develop a working relationship that will serve you effectively over the long term.

Together we will develop a financial plan that organizes and optimizes your assets so that they work towards your goals.

Fast forward a few years: you’re living your best life, you’re happy with our partnership, and you’ve told friends about us along the way.