Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise.
After all, you wouldn’t see a Podiatrist if you needed heart surgery.
If we aren’t a good fit for each other, we will gladly introduce you to a firm who is better suited to your needs.
Like a doctor, it’s important to diagnose before we prescribe.
The next step is meeting with our team (in our office or via Zoom) During this one-hour meeting, our team will get crystal clear on your financial goals, needs, and concerns.
Before this meeting, we will request a few important documents. This data will drive our analysis and result in answers.
This is where the magic happens
We will apply decades of experience, thousands of hours of training and mentoring by the industry’s top experts to answer the following questions:
This is where the proverbial rubber hits the road
During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals, including the answers to the four questions we asked during our analysis.
This is where you will see, in dollars and cents, how our firm can improve your finances.
At the end of this meeting we will ask if you would like to begin working with our firm or if you would like to sleep on it.
Prior to deciding whether we should work together, you will want to answer the following questions:
We will follow-up within a few days to determine how you would like to move forward.
If you decide that we aren’t a good fit to work together, we will not take it personally. In fact, we will wish you the best and help you find someone who might be a better fit. There is never a hard-sell or pressure to say yes.
During this meeting we will answer any questions you have and if you are ready, start the paperwork to become a client.
Prior to this meeting we will have sent you a detailed explanation of this process and answered all of your questions and concerns.
As a fiduciary, our job is to make investment decisions that are in your best interest. This means ignoring the daily headlines and sticking with evidence-based solutions.
We also stay up to date with the ever-changing tax laws to ensure you are taking advantage of every opportunity.
The most valuable aspect of financial planning is not about money.
It’s about having a plan.
Financial Planners work intimately with clients to build and monitor comprehensive financial plans that take into consideration cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning, and business planning. Our approach is simple, we start by asking what your goals are. After all, this is your financial plan.
We have designed this process to give you (and us) a framework for making an educated and informed decision about working together. Of equal importance, you will finish this process knowing exactly where you stand in the five key areas of retirement success.
We are an independent firm – which means that we can select from a variety of companies and products to find the right ones for our clients.
We help hard-working families design comprehensive, financial plans.
We specialize in comprehensive financial planning for our clients. We help our clients with everything from planning for retirement, paying for college, managing million dollar portfolios, as well as tax and estate planning strategies.
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of SunRift Capital Partners LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by SunRift Capital Partners LLC a Registered Investment Advisor in the States of Indiana, Ohio, Michigan, and Florida. SunRift Capital Partners LLC and Dustin Hunter are affiliated. SunRift Capital Partners LLC and Dustin Hunter are not affiliated with or endorsed by the Social Security Administration or any other government agency.