facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

How It Works

Paving a Path Forward by Understanding Where You’re Starting From

What to Expect Through Our Partnership

Our approach to financial planning starts by listening to the goals, dreams and concerns that you come to us with. After we understand what is truly important to you, we work tirelessly to leverage all of our resources to create a road map for how you can best achieve your goals.

Step 1

Determine Fit

The first step is to reach out for a meeting. In our first conversation, we will want to learn more about you and how we might be able to help.

Step 2

Get Acquainted

In this no-cost, no-obligation meeting, both of us will explore a relationship. We look forward to getting a clearer picture of your finances and goals and answering any questions you have about how we work.

Step 3

Plan Development

Depending on your needs, this may take as little as 1 meeting or up to 4 or 5. Plan development involves gathering data, analyzing your financial position, and establishing a clear strategy and recommendations to address your goals. 

Step 4

Implementation and Follow-Up

When it comes to implementing your strategy, Veritas will provide ongoing oversight and assistance if you are an ongoing client. For project-based engagements, we will provide written recommendations for you to follow. We’ll discuss whether or not an ongoing partnership makes sense for you. Our goal is to help you ascertain what is the best solution to help you achieve your goals and customize our relationship accordingly.

Take the First Step

Reach Out to Meet