Get Started

The first step is a 15-minute phone call where we introduce ourselves to each other and see whether or not we are a good fit. We will provide you with a brief overview of our firm and you can provide us with a brief overview of your financial situation and your goals. If it sounds like we might a good fit, we can move on to Step #2.

This is a 90 minute meeting where we meet at our office (nothing is better than a face-to-face meeting!). During this meeting, we will begin by learning more about you and your goals. We will then discuss our financial planning process and our investment philosophy.

Note: We want you to feel confident in your decision to work with Englebert Financial Advisers. We are not salesmen, and we will not pressure you to make a decision. After this meeting, we will give you time to consult with your family and to think through the decision.

Congratulations! This is where you become a Englebert Financial Adviser client! We begin by outlining the steps to establish the accounts and to put you on the right financial track. We schedule our next meeting to learn about your financial life. The core benefit of this process is our ability to run multiple scenarios based on your goals.

Within the first month, you will weight consider each plan proposed and their outcomes. With financial guidance from our team, you will be able to choose the financial plan that will fit for you.  

A financial plan is a living document. It is natural for a plan to drift off-target as time passes. Therefore, it is important to meet regularly where we can update the plan. We have an open door policy where you can reach out to us at any time outside of your scheduled meeting, whether you want to discuss your financial plan or your investment portfolio. After all, our goal is for you to succeed.