2045 Irby Lane
Helping families and small business owners acheive their financial goals and keep more of their money with sound tax planning and investing.
One of the most important parts of the process is to determine if we are a good fit to work together. Sometimes it's a good fit and other times it's not and that is ok. For example, if you have an issue with your lungs you don't hire a heart specialist. Everyone's needs are different. If we agree it makes sense to continue we can schedule our first meeting
No two people are alike and the same applies for their financial goals. We want to go deeper into the question "What is important about money to you?" We do this by talking about your goals, where you are in your financial journey, what your risk tolerance is and mapping out where you are, so we can help you get to where you want to go and how to best get there.
This is the step where we run a full "diagnostic" and answer the following questions
In this meeting we boil down our findings in an easy to understand way.
We will share what we uncovered during the analysis and explain what you need to do to acheive your financial goals. We will share how Red Barn Financial can help you meet your financial goals.
At the end of the meeting we will ask you to decide between 1 of 3 paths:
Assuming you chose path 1 in Step 4 we will send you the paperwork via email ahead of this meeting. In this meeting we will answer any questions you have and work with you to complete the paperwork necessary to onboard you as a client. This includes: