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 put a plan in place to get you there.
Here's a snapshot of how that process unfolds:
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.
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 specific proposal with actionables and what our fee would be to help
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.