Our 3-step process to help you evaluate our services and make an informed decision about working together.
Those planning for retirement, retired already, or experiencing sudden wealth
Those who are concerned about supporting their family and leaving a legacy
Those who value expert help and are ready to collaborate with a professional
Diligent savers, generally with $250,000+ in investments (excluding real estate)
For those who are a good fit for our firm, there is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single dollar.
In plain English, our free retirement analysis will help you determine if you’re overpaying your taxes, if your portfolio could be improved, and how you can eliminate, or reduce threats to your retirement.
We want to hear about your financial situation, the goals you want to accomplish, any challenges you're facing, and answer any questions you have. During your initial consultation, we'll gather financial details and data points so that we can create your free one-page retirement analysis. We'll deliver that plan to you in our follow-up session, which we'll schedule before the end of our first call.
With your Retirement Analysis complete, we will have another 1-hour meeting to review our findings and recommendations. In plain English, we will explain exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments.
At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.
If you’d like to partner with us for wealth management, we’ll meet a third time to complete the paperwork to formally establish you as a client. Once set up, our team will work with you to gather important details to develop your full plan with ongoing support and schedule your first full session with your personal wealth advisor.
We meet with clients virtually via Zoom video conferencing. In our first year together, we’ll meet 4 times in total to build out your baseline plan.
On an ongoing basis, we schedule 2 full, comprehensive financial planning meetings per year. Our goal is to provide continual guidance so that you are able to take advantage of opportunities, properly handle challenges, and maintain peace of mind knowing that your decisions are grounded in sound financial reasoning. The proactive nature of our process allows you to plan ahead and consistently make progress toward your goals.
We also offer ad-hoc phone conversations for urgent matters, and provide full email support and analysis throughout the year as needed. We also proactively check in between meetings to offer support as needed and ensure you stay on track with your financial plan.
In addition to our semi-annual meetings scheduled in advance, we offer clients the following on an ongoing basis outside of formal meetings:
Our advice and guidance covers a wide range of topics. Some of the most frequent that we discuss with clients include:
Of course! We welcome clients to reach out anytime they have questions, concerns, or changes. Outside of regularly scheduled meetings, we provide phone and email support.
We ask that clients reach out to us via email to begin any in-between meeting conversations. Doing so allows us to respond as a team, and ensure you’re connected with the best person to help address the specific question, thought, or concern. From there, we’ll work with you to:
Yes! Our firm regularly meets with clients through Zoom video conferencing. We are licensed to operate everywhere in the U.S. and currently help families across 15+ states navigate retirement, reduce taxes, and invest smarter.
We believe that a financial plan is not a one-time event. It’s an ongoing process. We continually make adjustments that reflect your life as it unfolds. We also work with an aggregation system that uses real-time numbers and highly detailed, accurate work are integral to how we operate. We develop plans and systems that allow you to achieve the goal of living well today while still planning responsibly for tomorrow.
We design globally-diversified portfolios to minimize costs and deliver appropriate risk-adjusted returns. Our investing strategy is based in a globally diversified core portfolio of publicly traded stocks and bonds. We then target dimensions of higher expected returns using decades of empirical evidence and research to power every decision.
Our team of Chartered Financial Analysts performs in depth periodic research on global asset classes to ensure that we’re choosing the appropriate exposure to each through the right investment vehicle inside your portfolio. When appropriate, we discuss alternative investments outside of the publicly traded stock market, opening the door to new opportunities such as private equity and private credit should we decide together that these strategies work for your plan.
We are not active traders or stock-pickers, nor do we default to an indexing strategy that you simply “set and forget.”
Our approach is to develop strategies for each client, aligning portfolios to your goals and preferences for risk. We dig deeper into the asset class and investment vehicle decisions to ensure that we are optimizing your exposures to areas we believe will perform best over the long-term or provide a greater level of protection.
For your safety and convenience, Pursuit Street Advisors uses Fidelity Investments or Charles Schwab as a third-party custodians for our client investment and retirement accounts.
Fidelity administers more than $12.6 trillion in assets for more than 50 million retirement savers.
Schwab administers more than $9.41 trillion in assets for more than 36 million retirement savers.
As our trusted custodians, Fidelity and Schwab safely hold your investment accounts and provides reporting to you and the IRS each year. Your accounts can be viewed at any time at www.fidelity.com or www.schwab.com.
Generally speaking, clients who seek out our help have been diligent savers with $250,000+ of investable assets, however we always encourage motivated individuals and families to schedule a call with us.
