See the whole path before you take the first step.
This page walks you through exactly what happens when you work with us, from the first conversation to the years after. No mystery, and nothing you have to commit to before you are ready.
A conversation, not a pitch. It costs you an hour.
Planning before products. Every time.
We built Anchored Wealth Advisors to work in a specific order. First we understand your life, your family, and what you have built. Then we build the plan. Only then do we talk about what belongs in it.
We can work this way because we are independent in every decision. The strategies, the partnerships, the selection: we choose based on one thing, what fits your plan. We are held to a fiduciary standard, and we listen before we recommend anything.
The first 90 days, step by step.
Every plan starts the same way. Here is the sequence, so you know exactly where you are at each point.
A complimentary review
The first meeting is an hour, and most of it is us listening. You talk, we ask questions. We want to understand your situation, your family, and your goals before we say much about ourselves. Toward the end, we share the specific things we think are worth a closer look. Ideas, not recommendations.
Discovery
If those ideas are worth your time, we go deeper. We gather the full picture: accounts, tax returns, insurance policies, estate documents, and the goals behind them. This is where the scattered pieces come together into one picture for the first time.
Strategy presentation
We show you the trajectory you are on, then several ways you could put yourself in a better position. Real numbers on paper, with the reasoning explained in plain English. You see everything before you decide anything.
Your decision
You take the time you need. If the answer is yes, we handle the paperwork and the plan goes to work. If the answer is no, you walk away knowing exactly where everything you have built stands. Either way, the decision is yours and it stays yours.
Every situation is different. Some plans come together in three meetings, some take more. The sequence holds. The pace is yours.
What you can expect from us.
Every recommendation starts with your plan.
We are independent, with the freedom to choose from a wide range of strategies and partners. If something is in your plan, it is because it earned its place there.
You will always understand what we recommend and why.
We explain the reasoning before the recommendation. Our job is finished only when it makes sense to you in plain English.
The decision is always yours.
We present, you decide, on your timeline. A plan you feel pressured into is not a plan that lasts, and we intend to work together for decades.
The plan is the starting line, not the finish line.
Every client gets a full review with our team at least once a year, where we walk through the plan, the portfolio, and anything that has changed in your life.
Between reviews, we reach out when your plan calls for it: when an investment reaches a milestone, when tax season approaches, when markets need explaining, and when life changes on you. You will also hear from us in plain English through the monthly letter.
And when something changes on your side, a sale, a family event, a question that cannot wait for the next review, you have a team that knows you.
Before the first meeting.
- What does the first meeting cost?
- Nothing but an hour. The first review is complimentary, with no obligation on either side.
- Do I need to prepare anything?
- No. The first meeting is about you, not paperwork. If you have recent statements handy they can help the conversation, but come as you are. The document gathering happens later, in discovery, and we guide every step of it.
- How long until we have a plan?
- For most clients the full strategy presentation happens within the first 90 days. Complex situations sometimes take more meetings. We would rather get it right than get it fast.
- What if we are not the right fit?
- We will tell you, plainly, and where we can we will point you toward someone who is. You will leave with a second opinion on your situation either way. The first meeting only works if it is honest in both directions.
The first step is a conversation.
You have seen the whole path. The first step is a single conversation. We do more listening than talking, and whatever you decide, the decision stays yours.