What's Next?

We will work through a five step process to get to know you and your unique situation. This process is designed to help us both determine a good fit before engaging our services.  

1. Introductory Call

During our introductory call, you'll get to know our team and better and understand the services we offer to our clients. We'll also identify your needs and financial goals. To schedule the introductory discovery call, click the button below.

2. Discovery Interview

After the introductory call, we will work to understand your unique situation, your current financial holdings, and priorities. We’ll use a secure online tool called ‘The Discovery Interview’ to help streamline the collection of high-level data and understand any concerns you may have.

3. Conference Call (if needed)

After reviewing the information you provide, we occasionally schedule a follow up phone call or web conference to gain additional context or get some clarification on the information you provided.

When we are confident we have enough information on your situation, we'll build your custom Asset-Map and visualize your complete financial picture. Reviewing this information together allows us to uncover new opportunities that may not otherwise be recognized and quickly identify strategies needing attention to elevate your financial condition.

4. Introductory Meeting

Following a review of all of your information, we will arrange an in-person or web meeting to discuss our initial planning insights. This enables us to collaboratively make informed decisions, take necessary actions, address any challenges, and chart a clearer and more effective path for your financial future.

5. Good Fit Determination

Finally, there will be a mutual determination of a good fit between you and Claridence Wealth. This step ensures that both parties feel confident and aligned in moving forward together.