How We Work
We take time-tested financial principles and apply them to our complex modern lives to create a balance between short-term obligations and long-term objectives. Using our state-of-the-art tools, we give clients a 360-degree view of their cash flow to unlock opportunities and encourage saving. As time passes, we invest, protect, and grow their wealth through a disciplined approach that instills confidence and conviction in their future. Knowing their future is secure, clients are liberated – able to live life to the fullest, guilt-free.
The Verde Process
Here’s a step-by-step description of what to expect when you work with us:
- Initial Interview– We start by getting to know you, and letting you get familiar with us. What is your current financial situation? What are your goals, both short term and long? How would you like us to help you? If we’re a good match and share a mutual passion for building a secure future, we get to work.
- Data Gathering– The most effective capital management takes a total, 360-degree approach. So we ask you to complete forms that examine six major areas of financial planning. We follow that up with a meeting to ensure that we have as much information as possible.
- Recommendations– After analyzing all the data, Verde will create several ways for you to reach your goals. Over the course of 2-3 meetings, we will discuss each option, determine which plan fits best with your lifestyle and put it into action.
- Monitoring– We meet with you quarterly to assess your plan and evaluate our progress. As your life changes and the market changes, we need to make sure we update your financial plan accordingly. Meeting every three months allows us to be proactive and timely with our decision-making, leading to superior outcomes.