Our process – in a nutshell
Our expert team of financial advisors at The Millstone Evans Group makes the onboarding process as simple and straightforward as possible. We’ll work with you to create a personalized financial and investment plan designed to save you time and make managing your financial life easier—both now and in the years ahead.
We begin with a conversation.
Our first step is an initial conversation about your current situation, questions, challenges, priorities and interests. This gives us a better understanding of what matters most to you and where we can be most helpful.
Next, we get to know your financial perspective.
We’ll talk about your approach to money, financial habits, goals and risk tolerance. Understanding these important factors helps us develop recommendations and solutions that are appropriate for you and aligned with what matters most to you.
From there, we develop your plan.
Depending on your needs and preferences, the next step may be developing your financial plan, your investment plan, or both.
Once we agree that your financial plan makes sense, the process will proceed in stages and will generally be completed within four to six weeks. We’ll ask you to provide specific information, making this the stage that requires the most time from you. We estimate that one to two hours of your time will be sufficient. Once we have the information we need, we can complete your plan with only occasional questions along the way.
Meetings can be held virtually via Zoom or in person. A financial planning meeting typically takes 60 to 90 minutes, while an investment planning meeting typically takes about an hour.
The timing of future review meetings is based on your needs and preferences.
Our goal: Every conversation we have should address your needs and questions in an efficient, productive way that makes your financial life easier.
And throughout the process, you’ll have the support of our highly skilled, responsive service team—professionals who are knowledgeable, attentive and a pleasure to work with.
Please Note: Limitations. The Millstone Evans Group, LLC does not serve as an attorney, accountant, or insurance agent. The Millstone Evans Group, LLC does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of The Millstone Evans Group, LLC’s representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services per the terms and conditions of a separate engagement and fee.
