What to Expect in Our First Meeting
At Everstead Wealth, we believe financial planning should feel approachable, informative, and tailored to you. Our consultation meeting is designed to be a no-pressure conversation where we get to know you, your goals, and how we can help. Here’s what to expect:
What to Expect in Your Consulation
Getting to Know You
We start with a relaxed discussion about your background, family, career, and financial experiences. This helps us understand what’s important to you and how we can best support your financial journey. We’ll also share a bit about Everstead Wealth—our philosophy, why we do what we do, and how we help clients like you.
Understanding Your Financial Picture
This part of the conversation focuses on where you are today and where you want to go. We’ll talk through:
Your income, investments, and any existing financial plans.
Unique considerations like stock options, RSUs, or business ownership.
Short- and long-term goals—whether that’s buying a home, early retirement, business expansion, or tax-efficient investing.
Any financial concerns, such as market volatility, taxes, or cash flow management
How We Work & Our Services
We’ll walk you through our approach to financial planning and the services we offer:
Subscription Planning: Ongoing advice tailored to your evolving needs.
One-Time Comprehensive Plans: A full financial review with actionable recommendations.
Asset Management: Investment strategies aligned with your goals.
We’ll also explain our planning philosophy, technology, and tools that help provide transparency and ease in managing your finances.
Clear & Transparent Fees
We believe in straightforward pricing with no hidden costs. We’ll explain whether a subscription model, one-time fee, or asset-based management is the right fit for your situation. More importantly, we’ll highlight the value of our services—helping you optimize taxes, reduce financial stress, and build a plan for long-term success.
Questions & Next Steps
We encourage you to ask anything—about our process, experience, or financial planning in general. If you’re ready to move forward, we’ll outline the next steps, such as gathering documents and scheduling follow-ups. If you need more time, there’s no pressure—we’ll make it easy for you to reach out when you’re ready.
Your Financial Future Starts Here
This consultation is about finding the right fit for both of us. Whether or not we decide to work together, you’ll walk away with a clearer picture of your financial path.
Ready to take the next step? Let’s start the conversation