1) Intro Call

To get to know you, your situation, and what you're looking for in a financial planning relationship so you can leave this meeting knowing if we're the right fit.

2) Collaboration

A meeting to go over your goals & values and review the numbers so we have a clear understanding of where you are and what you're trying to accomplish.

3) Planning

First, we review your full financial picture together, then we go over recommendations, action items, and your financial plan.

4) Accountability

Check-ins as necessary as well as an annual meeting to create an up-to-date plan and make necessary changes.

Take the first step

Schedule a free call with Sutro Advisors to see if we're the right financial partners for you

Schedule a Call