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Inside
Our Process

Here’s a look inside what it’s like to work with the Context Financial team.

What to Expect in Our Meetings

  • 1. Welcome and review agenda (5 mins)

    2. Getting to know you interview (10 mins)

    3. Complete and discuss the Wheel of Life exercise (20 min)

    4. Discuss your experience with goal setting (5-10 mins)

    5. Share with you our services, process, and fee structure (15 mins)

    6. Address any questions that you have (10 mins)

    7. Discuss questions and next steps (10 mins)

  • 1. E-mail meeting summary with information about firm, process, fees. This will include our engagement letter, calendar link, next meeting objectives, and ADV if applicable.

    2. Request Financial documents

    3. Loom video introducing Visualize Your Future.

  • 1. Welcome and review agenda (5 mins)

    2. Review Investing Your Time & Energy (5-10 mins)

    3. Review and discuss the Visualize Your Future exercise (25 mins)

    4. Summarize and clarify our conversation (5mins)

    5.  Address any questions that you have (10 mins)

    6.    Talk about Next Steps (10 mins)

  • 1. Summarize and e-mail the main points from our meeting.

    2. Review quantitative documents and identify any potential missing information to gather.

    3. Continue entering data into analysis software.

    4. Prepare recommendations to review in our next meeting

  • 1. Welcome and review agenda (5 mins)

    2. Present Key Elements for Creating Your True Wealth Plan (10-15 mins)

    3. Summarize and clarify our discussion (5 mins)

    4. Explain financial plan and recommendations (10-15 mins)

    5. Address questions (10 mins)

    6. Provide prioritized next steps (10 mins)

  • 1. Begin implementing recommendations based on Your True Wealth Plan Action Steps

    2. Reach out to me with any questions or concerns

  • 1. Edit the plan based on your feedback.

    2. Summarize and e-mail the main points from our meeting, along with action steps for implementing your plan.

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