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Interested in
Working With Us?

Here’s What To Expect

Let’s Find Out If We’re The Right Firm For You

Selecting the right advisor for you and your financial future is a big decision to make. During our entire onboarding process, we encourage you to ask questions, take your time making decisions and compare our approach to financial planning and investment management to others you may be considering.

There’s No
Cost or Obligation

Our process is designed to help both you and us make the right decision about working together.

Receive 3 Important
Answers About Retirement

By the end of this process, we want to be able to provide you with the answers to at least three important questions you have about retirement.

Our Financial Planning Process


Initial Phone Call

To kick things off, we’ll schedule a 15-minute introductory phone call to help us get to know one another. During this time, we’ll make sure that our experience and services are well-suited with your unique financial needs. If we find they’re not, we can introduce you to an advisor who may be a better fit.


First Meeting

Just like a physician, we understand the importance of diagnosing a problem before prescribing a solution. We’ll ask that you bring certain documents or statements along with you to our first meeting, which will help us better analyze your current financial situation and where you’d like to be.


Information Analysis

Based on the information provided and questions answered during our initial meeting, we’ll use the acquired knowledge regarding you and your finances to answer three critical questions:

  1. Are you on track to reach your goals?
  2. How can you minimize taxes?
  3. Can you improve your investments?


Analysis Review

At this meeting, we’ll explain in simple, easy-to-understand language exactly what you need to do to work toward your financial goals. During this time, you should have all the information needed to determine if the value of real investment advice is worth the cost. At the end of this meeting, we’ll ask if you would like to begin working with us, or if you need to take some to think about it.


Sleep On It

We mean it when we say we’re interested in developing client relationships that last long-term. That means we want you to take all the time you need to make your decision. As you think on it, start asking yourself:

  • Do I like & trust the team at Absolute Alpha® Advisors?
  • Will the provided benefits exceed the cost?
  • Do I understand and agree with their investment philosophy?
  • Do their recommendations make sense?


Get Started

We will answer any remaining questions and if you are ready, begin the paperwork to become a client.

Interested in Working Together?
Start With Our Free Evaluation of Your Current Portfolio

Schedule Your Review Today