The Conversation
At the beginning
A first call with Jorge about what brought you here, what matters to you, and what you’d like help with. It gives you both a chance to decide whether working together feels right.
Jorge · Your first conversation
How we work
You’ll know the people.
And the next step.
A first call with Jorge. A closer look at your financial life. Recommendations you can talk through. Alejandra’s follow-up when you decide to move ahead.
Five steps, one relationship
The Protection
Review.
The process gives our work a structure. Your circumstances shape the conversations within it.
Timing varies with your situation, the information available, and any other professionals involved.
The Fact Finder
Your first in-depth meeting
Alejandra arranges a meeting, in person when possible or virtually. Jorge asks about your goals and concerns and reviews the accounts, policies, and documents that help explain your situation.
See what’s helpful to bringJorge · Planning & discovery
The Strategy Meeting
Typically 1–2 weeks after the fact finder
Jorge walks you through recommendations tied to what you told him matters. Where legal or tax questions arise, we coordinate with your attorney or tax professional. You have time to ask questions and discuss the next steps.
Jorge · Recommendations & discussion
Execution Week
Paperwork typically prepared within a week of deciding
Turning your Financial Plan into an Action Plan.
Alejandra helps prepare applications and transfers, tracks requests, and follows up as accounts are funded or policies are issued. Completion depends on the providers and the steps involved.
Alejandra · Paperwork & follow-up
The Annual Review
Each year, with conversations in between
We aim to meet with every client annually to review what’s changed and what needs attention. We measure your progress, make adjustments, and implement new strategies if necessary. A change in your work, family, or priorities is a reason to call between reviews, too.
Jorge & Alejandra · Ongoing relationship
Your first meeting
Bring your questions.
We’ll start there.
For the in-depth meeting, these items can help. If something isn’t handy, ask Alejandra what to bring first.
Keep sensitive documents with you. Ask Alejandra how to share them securely.
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Jorge’s commitment
“They'll never get a recommendation from me that doesn't fit their priorities; I'm always looking out for them and their family.”
Jorge Garrido · Chief Executive Officer
Before we meet
A few questions
you may have.
Tell Jorge about your existing relationships and what you are looking for. You can discuss where help may be useful and whether working together makes sense.
Yes. We coordinate financial planning questions with clients’ attorneys and tax professionals. Legal and tax advice stays with those professionals.
Both. We prefer an in-person meeting when practical, and virtual meetings are also available. Alejandra can help arrange the meeting.
Recent account statements, insurance policies, estate documents, your latest tax return, employer benefit summaries, and your questions can help. Ask Alejandra what to bring if you do not have everything handy.
Contact Alejandra to confirm whether the services you need are available in your state.