The Canyon Process
Step 1 – Introduction Meeting
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.
If we aren’t a good fit for each other we will gladly introduce you to a firm that is better suited to your needs.
Step 2 – “Get Organized” Meeting
Advice without analysis is reckless
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 – The Analysis
The “behind-the-scenes” work
We’ll craft an actionable assessment and initial financial plan to achieve your goals, simplify your finances, and decrease stress.
Step 4 – Assessment Meeting
This is where it gets real
During this meeting, we will explain, in plain English, exactly what you need to do to achieve your financial goals.
This is where you will see how our firm 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.
Step 5 – Think 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 Canyon?
Will the benefits they provide exceed their cost?
Do I understand and agree with their investment philosophy?
Do their recommendations make sense to me?
Step 6 – Implementation Meeting
We will answer any questions you have, and if you are ready, start the paperwork to become a client. We will review action items that need to be completed to implement your financial plan.
*Never a hard-sell or pressure to say yes. We promise.