Step 1 - 20-Minute Initial Phone Call

We start with a phone call to determine if Drost Financial is a match with your specific financial goals and needs.

If we aren’t a good fit we will happily introduce you to other planners that we feel are better suited to assist with your situation.

Step 2 - First Real Meeting

The goal of this meeting is to get perfectly clear on your financial goals, dreams, and values. We will ask you questions (a lot of questions, actually) that along with financial documents allow us to analyze your situation and begin crafting your financial plan.

Step 3 - We Nerd Out

Why spend hundreds of hours studying and working as a financial planner if we can’t be our natural nerd every once in a while? We will take everything you gave us and everything you told us and begin answering your questions surrounding retirement, investments, taxes, and any other topics we covered during our first meeting.

Step 4 - Second Meeting

We will explain in plain English if you are on track to meet your goals and objectives and provide answers to your questions. This is where you will experience exactly how Drost Financial works with clients and where we will provide value to your financial life.

Step 5 - Think About It

We understand the magnitude of deciding to work with a financial planner and will not rush you into making a decision. We require you to take at least a day to think about your experience thus far to determine if we are the people you want to let into your world. Prior to entering a formal relationship with Drost Financial, you should know the answers to the following questions:

• Do I like, trust, and respect the team at Drost Financial?

• Will the benefit Drost Financial provides to my life exceed the cost?

• Were the topics we reviewed easily understood and were the conversations a good use of our time?

Step 6 - Paperwork & Continue Building Your Financial Plan

If you decide to hire Drost Financial after all of your questions are answered and you have taken enough time to think about this decision, we will complete paperwork to make the relationship formal. We then continue to progress through your financial plan.

If you elect to not hire Drost Financial, no hard feelings. We understand we are not the right fit for everyone (and we don’t try to be). We wish you the absolute best in your future endeavors and promise there will be no hard-sell or harassment to get you to sign or buy anything.