STEP 1 | INITIAL PHONE MEETING

Before committing your time or ours, this 15 to 20 minute phone call will give us both a chance to make sure your situation matches our expertise.

STEP 2 | FIRST OFFICE MEETING

The goal of this meeting is to get perfectly clear on your goals, intentions, challenges, and opportunities unique to your situation and circumstances.

STEP 3 | OUR ANALYSIS

We will apply our knowledge and expertise to answer the financial questions and concerns you identified and outlined for us in step 2.

STEP 4 | SECOND MEETING

We will present an action plan to help you pursue your financial goals and support the life you desire and deserve. At the end of this meeting, we’ll ask if you’d like to begin working with our firm or if you’d like to sleep on it.

STEP 5 | SLEEP ON IT

We don’t want you to feel rushed or pressured to work with us. Prior to deciding whether or not to move forward, you will want to answer the following questions:

• Do I like/trust/respect the team at Franklin Watkins Financial?
• Will the benefits they provide exceed the fee I’ll pay?
• Do I understand and agree with their investment philosophy?
• Do their recommendations make sense to me?

STEP 6 | THIRD MEETING/GETTING STARTED

We will transition into our new client process and begin gathering additional information from you. You will not be bound to any sort of agreement with us. If you get to a point in the process and decide it’s not a good fit, we will wish you all the best and continued success.