Preliminary Chat

On Zoom
30 minutes

• Answer your initial questions
• Confirm your top reasons for seeking guidance
• Explain our straightforward process
• Discuss the next steps in working together

Discovery Meeting

In Person or Zoom
45-60 Minutes

• Know your financial goals, pain points, and behaviors
• Collect all financial and emotional data to build your financial plan
• Review our service offerings, pricing, and next steps

Plan Presentation

In Person or Zoom
45-60 Minutes

• Present your personal financial plan and our recommendations
• Review top financial strengths, weaknesses, and opportunities
• Offer our proposal for how we can best partner together
• Take your time deciding if you want to work with us

You're a Wela Client

1-30 days

• Signing Party and Official Onboarding Meeting
• Deliver the resources needed for a successful partnership
• Feel welcomed, informed, educated, and excited
• Have confidence in what to expect going forward