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SMART

PROCESS

To determine if we are the right fit.

1. Schedule A Call

2. Meet Together

3. Analyze

4. Review

5. Think It Over

A short 15-30 minute call will give us both a chance to make sure your situation matches our expertise. 

Whether in person or over Zoom, it's important for us to meet face to face. We will talk about your financial concerns, needs and goals

We apply Nobel winning research and years of experience in developing a plan just for you

In this meeting we will review the assessment and we will explain what improvements you can make to your retirement plan. 

Hiring a financial advisor is a big decision and we want to take it slow and make a SMART decision. 

Here are some questions to consider?

  1. Do I like, trust and respect the Stillwater Financial team?

  2. Do I understand the plan?

  3. Do I understand and agree with the investment strategy?

  4. Will I be better off working with Stillwater Financial?

We will follow up within a week to answer any remaining questions so you can make an informed and educated decision.

Then we will give you space. No pressure.

If you are curious about what the first steps of becoming a client is like, below is an overview of what the onboarding process looks like.

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