3 Pointe Drive,
1. During our first meeting, we will get to know who you are, what your goals are, and what dreams you have. The goal of the first meeting is to establish and begin building the relationship. It is imperative to our process that we build and establish trust between us and the client. We take pride in our role as fiduciary to our clients, putting their needs ahead of our own. The first meeting is where you will do most of the talking. One of our five Core Principles is “LISTEN, LISTEN, SPEAK”, meaning we listen to you first and talk last.
2. During our second meeting, we will gather data and ask more questions specific to your unique financial situation. The goal of the second meeting is to find out where you’re at financially in order to evaluate your assets, debt, current situation, and options for your future. Here, we dive deep into your budget and spending. You will have the opportunity to ask any questions you may have during each meeting.
3. During our third meeting, we will review the information gathered and present the financial plan we have worked up and give any recommendations we have come up with. The goal of this meeting is to ensure that we have a solid, working, malleable financial plan in place to help you achieve your goals both short-term and long-term.
4. The next steps are to evaluate, review, and make changes as needed. Subsequently, you decide when and how often you want to be updated and abreast of our continued efforts to help you succeed financially. At Maven Bridge Capital, we work every day to ensure your financial future looks bright. How often do you want an update?
With financial planning as the foundation of our client relationships, client education as the cornerstone, and you at the center, there is no limit to how we can help you succeed financially. At Maven Bridge Capital, we are passionate about people. Trust and due diligence are vital to our day-to-day operations.