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Considering Orion Wealth Advisors®
We believe that every successful relationship is built on trust, communication, and understanding.
That’s especially true when finances are involved. And because the work we do at Orion Wealth Advisors® is deeply personal, in addition to financial, we think it’s also important that you genuinely enjoy working with us (and vice versa!)
That’s why we have designed this process to give all parties a no-pressure opportunity to get to know one another. If nothing else, you’ll come away from these free sessions with an overview of your financial situation, knowing what it's like to work with Orion Wealth Advisors, and a sense of whether we’re a good long-term fit.
15 MINUTE PHONE CALL
Let’s get to know each other.
We recommend starting with a short phone call where you can share with us a bit about your life and what you’re looking for in a financial advisor, and we can let you know if it seems like there’s an initial match. If both parties agree, then we’ll schedule a longer conversation.
1.5 HOUR MEETING
Where are you now and where do you want to go?
In this discovery session in the Orion Wealth Advisors® office (or over Zoom), we’ll come to understand you and your situation. You’ll have the space to tell us about what matters to you, what your current challenges are, and what you hope to achieve with a planning partner.
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We’ll ask questions to help us better understand your specific goals and priorities, and we’ll also have you bring some financial documents to complement the conversation.
ORION WEALTH ADVISORS' ® HOMEWORK
What would we advise?
We’ll combine what you shared with us in the previous meeting with our years of training and experience in the disciplines of financial planning and life planning.
The document we produce will communicate our insights and observations, as well as recommendations for next steps on how you can best achieve your goals.
1 HOUR MEETING
What do you think?
This conversation gives us an opportunity to report back our initial thoughts and observations about your financial future, and for you to candidly react and respond. This meeting often sets the foundation for great planning conversations to come, and shows both parties what a long-term working relationship would be like.
Although this is when many of our clients decide that they would like to work with us moving forward, you are never under any pressure or obligation to do so.
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Even if we don’t end up working together long term, you’ll still be able to take this with you into the future.
YOUR TIMELINE
Decide if Orion Wealth Advisors® is right for you
Choosing to go with us (or any advising team) is a deeply personal decision. On our side, we most enjoy working with clients who are truly comfortable with and invested in this partnership.
So take your time - and let us know what questions you still have.
The real magic begins once you’ve decided to move forward with us.
Following a meeting to complete the paperwork, we’ll get together, in person or virtually, several more times as we move through the comprehensive planning and strategy process. After this intensive initial planning work, we'll meet at least twice a year to ensure you're on track to meet your goals.
