If you’re interested in working with Wakefield, your first step is to schedule a 30 minute phone call to learn more about each other.
If there is a good fit, you can schedule a financial planning consultation. The consultation is simple in it’s structure:
Client provides financial data pre-consultation
We conduct a 90 minute consulting session together, going in depth to your top 2-4 financial concerns
Client is provided with a full written report, including action steps
Client has 30 day of unlimited email access to help implement action steps
This is the entry level engagement for all clients.
After the initial consultation, the client can move into further planning engagement by scheduling another consulting session (for a reduced cost of $350) or enter into a monthly retainer planning relationship. The client may also decide that their needs have been met and further planning isn’t necessary.
Greater Than Financial uses this framework because it’s simple, the client always knows what they are paying, it doesn’t not subject the client to hidden recurring fees, and most of all, it works.