Embark Financial Partners

Our Financial Partner Planning Guides You Towards Confidence to Care for Your Family's Future
Free Consultation

Our Process

UNDERSTAND EACH STEP OF THE JOURNEY

Financial Confidence, One Step at a Time

What does it look like to start on your financial journey with Embark? It’s hard to move forward when you are unclear on the pathway ahead. Knowing every step of the way empowers you to make a wise decision for your future. Here’s exactly what you can expect when Embark Financial Partners guides you on a path to financial confidence. 

01

Initial Consultation

During the initial consultation, we take the time to truly understand who you are. We ask questions, actively listen, and learn about your current financial situation. We ask you about your goals, where you’re headed, and help you decide how we might serve you as our client.

  • Personalized Interaction: We engage in a detailed discussion to understand your unique financial landscape.
  • Goal-Oriented Approach: We focus on identifying both your short-term and long-term financial objectives, helping to ensure that we have a clear direction for your financial planning journey.
  • Client-Centric Strategy Discussion: We evaluate potential strategies and discuss how our services can be tailored to suit your needs, setting the stage for a potential partnership.
02

Onboarding

After taking you on as a client, we start with a 4 week onboarding process. During this time, we gather data to create a very clear picture of your financial reality. We make sure we understand who you are, where you are, and how to get to where you want to go. Together, we begin to chart a path to realize your vision of the future.

  • Comprehensive Data Gathering: We collect all necessary financial documents and data to construct an accurate and thorough profile of your current financial situation.
  • Initial Roadmap Creation: Together, we start to outline the initial steps towards your financial goals, providing clarity and direction right from the beginning.
  • Personal and Financial Alignment: We make sure your values are guiding the journey as we craft your future financial strategies.
03

Custom Planning

We craft a personalized plan rooted in our six core values. One size does not fit all when it comes to financial planning. That’s why we make sure your plan is dynamic, adaptable to life’s twists and turns, and accessible through a user-friendly dashboard and summarized in a simple-to-understand one-page document.

  • Tailored Financial Strategies: Based on our six core values, we develop a financial plan that is uniquely suited to your circumstances and flexible enough to adjust to life’s changes.
  • Accessible Planning Tools: We provide you with tools such as a user-friendly dashboard and a concise, one-page summary of your plan, making it easy for you to stay informed and engaged.
  • Dynamic Adjustments: Recognizing that life is unpredictable, we design your plan to be adaptable, helping to ensure it can evolve with your personal and financial changes.
04

Ongoing Care

Our commitment to your financial well-being extends beyond the initial plan. We offer recurring meetings and quarterly touch points to help ensure your plan remains aligned with your evolving life. You will have access to ongoing financial literacy resources, and our team is always available to provide guidance whenever adaptation is needed. Your financial success is our ongoing mission.

  • Regular Monitoring and Updates: We schedule regular meetings and quarterly reviews to discuss your plan’s progress and make necessary adjustments.
  • Enhanced Financial Literacy: We offer educational resources to enhance your understanding of financial concepts and empower your decision-making.
  • Responsive Support: Our team is always available to address your questions and provide guidance, helping to ensure you feel supported throughout your financial journey.

Schedule Your Free Consultation Today

If you are ready to take the first step towards financial confidence, schedule a free consultation today. During the consultation, you’ll meet with a valued financial planner at Embark.

They will ask you about your goals, listen to your concerns, and help you decide on what steps to take next.

Schedule a free consultation today so you can have greater confidence in your ability to care for your family’s future.

  1. Pick a date and time
  2. Show up to your consultation
  3. Begin your financial journey
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