We know that working with a financial advisor is intimidating. So we created a simple 4-step process that makes it easy & approachable:
What was the spark that led you to reaching out? What questions do you have? We'll get to know each other and identify if a good fit, explain process of Ithaca Wealth, and identify next steps.
If you decide that it makes sense to work together, we'll set up a RightCapital account to input financial data. We review everything while considering original conversations & understanding what your values are.
Are there any inconsistencies between what you said in meeting and how you positioned your financials?
In this step, we review plans and offer recommendations. We'll have a frank discussion and tweak inputs/goals accordingly.
We implement any financial/investment recommendations and iterate the plan over time as life happens. This includes constant monitoring of portfolios relative to goals and constant communication about ongoings in markets, economy, personal finance, etc.