Our Process
Our process is designed to ensure that we understand your financial goals, develop a personalized strategy to achieve them, and provide ongoing management and monitoring to keep you on track.
Step 1: Discovery Meeting
At its core, this meeting is about understanding how best we can serve. What are your hopes, aspirations, and goals? What makes you tick? Who is it that you care most about? Is there value that we as advisors can bring in your pursuit of those things? In answering questions like these, we build the foundation of a meaningful relationship focused on serving you.
Step 2: Profile Meeting
Though a great deal of this meeting is focused on gathering information on your financial life today, your goals for the future, and the challenges you face, we take things a step further. As graduates of Columbia University’s Holistic Financial Coaching Curriculum, we place as much emphasis on understanding your motivations, your values, and what makes you tick. After all, numbers on their own don’t tell the whole story.
Step 3: Strategy Meeting
For all the time we spend with you in person, we spend far more crafting a customized financial plan that achieves your goals in the most efficient way. We'll discuss each aspect of the plan, answer any questions you may have, and make any necessary adjustments to ensure it aligns with your expectations. All our recommendations have a fiduciary standard associated with them.
Step 4: Strategy Implementation & Monitoring
You lead a busy life. Let us shoulder the implementation and monitoring of your recommended strategies. Whatever the strategy may be, we do the heavy lifting that puts it in place and ensure that it continues to operate as intended.
Step 5: Relationship & Review
Teddy Roosevelt once said, “People don't care how much you know unless they know how much you care.” While clients may seek us out for our expertise, they stay with us because the actions built into our ongoing client service system prove that we care.
At Equitable Advisors, we view our clients as partners in the financial planning process. We are dedicated to guiding you every step of the way, providing expert advice, personalized service, and a commitment to your financial success.