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Our Process: You're in Control

We have designed our client onboarding process to give you (and us) a framework for making an educated and informed decision about working together. Of equal importance, you will finish this process knowing exactly where you stand in key areas of financial independence.

For people who are potentially a good fit for our firm, there is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.


  

Step 1- Initial Phone Call

Before committing your time or 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.

 

Step 2- The First Meeting: Discovery

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 bring, will guide our analysis, which will result in plain-English answers to four critical questions.

 

Step 3- Our Analysis

This is where we will begin our process of identifying both missed opportunities and gaps in your current financial planning

We will apply decades of experience, thousands of hours of training and mentoring by the industry’s top specialists to answer the following questions:

  • Can you afford to retire?
  • Are you overpaying in taxes?
  • Can your portfolio be improved?
  • Can you eliminate, or at least reduce threats to your retirement?
   

Step 4-  The Second Meeting: The Engagement Proposal

This is where the proverbial rubber hits the road

During this meeting we will explain, in plain English, exactly what you need to do toward achieving your financial goals, including the answers to the four questions we asked during our analysis.

This is where you will see, in dollars and cents, how we 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.

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 Alta Peak Wealth Management
  • Will the benefits they provide exceed their cost?
  • Do I understand and agree with their philosophy & process?
  • Do their recommendations make sense to me?
 

Step 5- The Third 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.

Our commitment to you: There is never any hard-sell or pressure to say yes.  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.