First Call/Meeting Resources

Intro to the "Phase Four Blueprinting Process™"

Our initial conversations, whether by phone or in the office, allow us to get an understanding of your current situation & concerns and how we might partner together to see you work toward accomplishing the most important goals you have in life. 

20 Minute Phone Appointment

Often we will first schedule a 20 minute phone conversation allowing us both to get a feel for whether we would be a good match to work together.  This typically consists of reviewing some items you complete online prior to the call and then reviewing our planning options.

The 2 items we will have you complete are:

MyFLP is a Financial Life Planning portal that we use for clients.  We recently started offering selected sections to prospective clients to assist with first phone call/meeting preparation.  We will send valuable, personalized reports based on your responses  - Contact Us to request access). 

Also complete the short "20 Minute Call Questionnaire" for clarity on your call agenda. 

In Office Appointment

We look forward to having you in our beautiful office in Mission Valley!  Prior to initial in-office meetings we gather financial data & an investment profile from you, so we can assess your situation, and also focus our meeting time on the most important items, including your core priorities & long term goals.   

To schedule an in-office appointment, please contact Jeff or our Support team directly. 

Scheduled appointments are typically:

10:30 am M & F

1:30 pm M-F

3:30 pm M, W, Th.

and 5:00 pm W

Other times can often be accomodated, if necessary.

To best prepare for our first meeting, please complete one of the 2 questionnaires below along with the "Investment Profile/Expectations"


For this meeting you should also bring copies of any bank & investment statements as well as life, disability, or Long Term Care statements & any other benefits info that should be available for us to review during & after our planning session.  Tax returns are not required for initial meeting, but may be helpful in some cases.  Typically requested as needed.  All items can alternatively be securely uploaded as pdf documents via Dropbox by clicking here.