We have a 7 part process called The Alignment Process that helps both of us find out if we’re the right match. We want to make sure we bring enough value to you and we want to find out if you’re the type of client we can be successful with.
The Alignment Process has the following 7 steps:
- Where are you now?
- Where would you like to be in the future?
- What’s the gap between the two?
- What’s the value to you if you filled the gap?
- What about AskJoshPatrick can help you fill the gap?
- What our collaborative process is all about.
- Preferences you have in working with advisors and preferences we have in working with you.
Watch the video below and see what our Alignment Process is all about.
If you would like to have a conversation with me about what we do just click on the banner below and choose a date and time that fit into your time frame.