Our Process
Take a look at what it’s like to work with us
1
Introduction
Talk to a Commas advisor
and find out if our services
are the right fit for you!
Sign On And
Upload Documents
Upload Documents
2
Discovery
Meet again to talk about your goals and your vision for the future. Then we’ll unpack any existing financial accounts so we can start crafting your financial plan.
- Emergency Fund
- Mortgage
- 401k
- IRA
- Loan
- HSA
- 529
Create Budget
3
Financial Planning
Talk with your advisor to walk through your financial plan and our recommendations for how you can meet your goals.
Transfer
Accounts
Accounts
4
Implementation Planning
Meet with your advisor to move lump sum amounts, set up monthly savings, and finalize your plan.
5
Risk Review
Check in with your advisor to go over your insurance and estate needs.
6
Annual Review
Plan to meet with your advisor at least annually to check in and make any necessary changes to your financial plan.