Work With Us

Step 1: Reach Out

Getting started is simple. Fill out the short form on our website, or give us a call, and we will take it from there. There is no paperwork and no commitment at this stage. This is just a quick way for us to learn a little about you and your goals.

Moving Forward: We'll follow up to schedule your first 15-minute call.

Step 2: The "Good Fit" Call

This is a relaxed, 15-minute conversation, not a sales call. We'll ask about what's on your mind (retirement timing, tax planning, investment costs, savings) and share a bit about how we work. By the end of the call, you will know whether it makes sense to move forward. If it doesn't, that's okay too. We'll point you toward resources or another advisor who might be a better match.

Moving Forward: If we're aligned, we'll schedule your Discovery Meeting. If not, no hard feelings.

Step 3: Discovery Meeting

If we both feel good about moving forward, we'll schedule a deeper 30-minute conversation. This meeting is about understanding your full financial picture: your goals, your concerns, and the "why" behind them. We will ask for a few documents ahead of time so we can make the most of our time together.

Moving Forward: We'll have what we need to prepare your Snapshot and get the next meeting on the calendar.

Step 4: The Snapshot Phase

Using what we learned in your Discovery Meeting, our team builds your custom financial plan in plain English, not jargon. We'll walk you through it together in a 60-minute meeting, and explain our recommendations and fees clearly, and answer every question you have.

There's no hard sell at the end. We'll simply ask you to take the time you need. Talk it over with your spouse, sleep on it, whatever feels right. Then, let us know when you're ready.

Moving Forward: You'll leave with a clear picture of our recommendations and fees, and the time you need to decide. No pressure to commit on the spot.

Step 5: Welcome to Context Wealth

If you decide to move forward, we'll guide you through a smooth onboarding process, step by step. We will prepare a personalized strategic plan to guide your transition and welcome you to our firm.

Moving Forward: Our team will communicate with you regarding the paperwork and other steps we need to get started.