The Coastline Process
A simple, no-pressure process to determine if we're the right fit for each other.
Start With a Conversation
15-Minute Phone Call
Tell us what you're looking for and what's prompting you to reach out. We'll determine whether what you need matches what we do.
Get to Know Each Other
Discovery Meeting
We'll talk through your financial situation, goals, concerns, and what you'd like to accomplish. Just as importantly, you'll get to know us and how we work.
See What We’d Do Differently
Review Meeting
We'll walk through your current plan and show you where we believe improvements can be made.
Your only job is to think about it!
Our goal here is simple - we want to build a long-term, sustainable relationship with our clients. A relationship like this does not start with pressure or a sales pitch. Rather, it starts with a mutual understanding of your financial goals and building trust. At the end of our process, we both determine if we are a good fit to work together or if we simply part as friends.