Broker Check

Our Process

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 four key areas of retirement success.

For people who are potentially a good fit for our firm, there is no cost or obligation as we want you to fully understand our process and know exactly how we can help you before hiring us as your advisors.

     Step 1 - Initial Phone Meeting

          Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our experience. 

     Step 2 - First Office Meeting

          The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation.

          Your answers to our questions, along with the documents we requested you bring, will guide our analysis, which will result in plain-English answers to four critical questions.

     Step 3 - Our Analysis

          We will apply decades of experience, thousands of hours of training and mentoring by some of the industry’s top experts to answer the following questions:

  • Can you afford to retire?
  • Are you overpaying your taxes?
  • Can your portfolio be improved?
  • Can you eliminate, or at least reduce threats to your retirement?

     Step 4 - Second Office Meeting

          During this meeting we will explain exactly what you can do to pursue your financial goals, including the answers to the four questions we asked during our analysis.

          This is where you will see how GVWM can help you retire with confidence.

     Step 5 - Sleep On It

          Prior to deciding whether we should work together, you will want to answer the following questions:

  • Do I like/trust/respect the team at Green Valley Wealth Management?
  • Will the benefits they provide exceed their cost?
  • Do I understand and agree with their investment philosophy?
  • Do their recommendations make sense to me?

     Step 6 - Third Meeting/Paperwork

          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.

         *While we would love to work with you, if you decide that it’s not a good fit we will wish you all the best. In other words, there is never a hard-sell or pressure to say yes.


If this process makes sense to you, the next step is to decide if our qualifications meet your needs.

Your Team