What should I expect?
Connect.
On our 15-30 minute call, we will spend some time getting to know one another. This will include learning what you are looking for and what support we can offer to assist. We then look to set up a Discovery call to assess where your needs and opportunities lie. These are complimentary meetings.
Schedule.
The first step is always to have you set up a phone/video call so that we can learn more about who you are and what you are looking for. You can schedule an exploratory meeting directly on our calendar (click here). You can also use our Contact page for other ways of getting in touch.
Decide.
After the initial calls, your advisor will provide an objective and honest recommendation for your next steps. When working with StillWater, support options include wealth management, personal financial planning, financial coaching, or financial wellness relationships (see the What We Do page for more details).
Progress.
Once you decide to partner together, we will begin taking steps to make sure that you have the information and support needed in order to see progress towards your goals. Financial success is a journey. We want to be an integral part of your personal journey, helping you navigate challenges and celebrating milestones along the way.