About Us | What to Expect

What to Expect Working With Us

— A look at our first few meetings as you determine whether we’re a good fit

If you choose to work with us

We’re going to dig into your unique financial situation.

Together, we’ll figure out what your goals are and we’ll put a plan in place to get you there from where you are now.

A snapshot of our first couple of meetings:

1. Tell Us About You

Interview us.  Ask us your questions.  Start getting a feel for what it will be like to work with us.

2. Let us take a look

At absolutely no charge, we review all of your relevant financial documents.

3. We’ll give you a plan

We provide a proposal showing how we can help and what it would cost to work with us

4. It’s all up to you

With no pressure, you then simply choose to work with us, do it yourself or go another route.

Let’s Take a Deeper Look

Start by Interviewing Us

The only way you'll know if we're a good fit is to sit down and talk with us

There are a number of fantastic financial planning firms in the San Francisco Bay Area and we’re the first to admit that Summit Wealth & Retirement Partners is not the right fit for everyone.  Are we a good fit for you?  The only way you’ll know is to come interview us:  Ask us your simple and complex questions, ask about our backgrounds & philosophy, get to know our process and get a general feel of what it would be like to work with us.

No Pressure. Ever.

There is no sales pitch. We're here to answer your questions and explain our areas of financial expertise.

If you choose not to work with us, you won't get phone calls & emails asking you to reconsider.

Though we'll smile and say hi when we run into you at the grocery store.

If we pass your interview

We'll review all of your financial documents at no cost to you

If our initial interview left you feeling like Summit Wealth & Retirement Partners might be a good fit for you, our next step is to get to know you and your family needs, what your goals are and then conduct a thorough review of your financial ecosystem – Tax returns, investment & retirement account statements and your estate documents (Wills, Trusts, etc).

Once completed, we’ll have a good understanding of where you are, where you’re looking to go and we’ll be able to make some meaningful recommendations on how we might help get you there and where we can add value.

Shaping your plan

We provide a proposal with specific actionables along with what our fee would be to build, implement & manage it

Once we understand your financial position and goals, we’ll provide an actionable breakdown of where we feel you can improve, how we’d get you there and of course, a breakdown of what our fees would be for us to build out, refine and implement your plan.

Are we a good fit?

You can decide to work with us, find a better fit or implement our plan yourself

If you decide you’re ready to move forward and hire Summit Wealth & Retirement Partners, we will get to work building and implementing your financial plan.

Addressing pieces such as:

Your plans for retirement

(or what to do now that you're there)

Proactive tax planning

A detailed analysis of your investment portfolio

Estate planning needs

Charitable giving

Budgeting & more

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