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Providing you with the expertise and solutions for a fully customized financial plan

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Step 1: Phone Meeting

The purpose of this 20-minute call is to better understand your situation and what you hope to accomplish. This will help determine whether Harmon Wealth is a good fit for your needs.

 

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Step 2: Discovery Meeting

This meeting is designed to get to know each better, identify what success looks through your eyes and what ultimately brings purpose and meaning to your life.

 

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Step 3: Situation Analysis

After our meeting we will request that you provide financial statements or documents in order for us to conduct a formal analysis. We will identify the planning needs and any gaps related to your financial life that you may or may not be aware of.

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Step 4: Proposal Meeting

The purpose of this meeting is for you to gain greater carlity around your financial situation. We provide a custom roadmap that details how we can serve you - including costs.

 

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Step 5: Onboarding Meeting

If its determined that an advisory relationship with Harmon Wealth would be mutually beneficial, this meeting starts the planning process detailed in your roadmap - including necessary account paperwork.