SMART
PROCESS
To determine if we are the right fit.
1. Schedule A Call
2. Meet Together
3. Analyze
4. Review
5. Think It Over
A short 15-30 minute call will give us both a chance to make sure your situation matches our expertise.
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Whether in person or over Zoom, it's important for us to meet face to face. We will talk about your financial concerns, needs and goals.
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We apply Nobel winning research and years of experience in developing a plan just for you.
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In this meeting we will review the assessment and we will explain what improvements you can make to your retirement plan.
Hiring a financial advisor is a big decision and we want to take it slow and make a SMART decision.
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Here are some questions to consider?
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Do I like, trust and respect the Stillwater Financial team?
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Do I understand the plan?
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Do I understand and agree with the investment strategy?
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Will I be better off working with Stillwater Financial?
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We will follow up within a week to answer any remaining questions so you can make an informed and educated decision.
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Then we will give you space. No pressure.
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If you are curious about what the first steps of becoming a client is like, below is an overview of what the onboarding process looks like.
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