This intro chat is our opportunity to learn about your goals, concerns, and unique financial situation. It’s also your chance to ask any initial questions you have. If our expertise aligns with your needs, we’ll schedule a next meeting. We’ll also let you know what additional information will help us prepare for our next discussion.
Step 2: Complimentary Analysis
Using the information you choose to share, we’ll conduct a complimentary analysis of your finances, often with a preliminary plan to help you visualize your progress toward your goals. Why do we do this? We prefer to show you, rather than just tell you, how we can help. Plus, this analysis ensures we match you with the right service level for your needs.
Step 3: Final Review & Next Steps
Finally, we’ll meet (virtually or in-person) to review your complimentary analysis and answer any remaining questions. If we’re a good fit for your needs, we’ll recommend the appropriate service level and outline the next steps to become a Lindenwood client, should you choose to come onboard.
