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Omen Quelvog and clients sitting at a table in front of a laptop, engaged in a financial planning conversation with a young military couple.

The Process

Your Free Consultation

I get it. Choosing someone from the internet to talk about your finances can feel a little strange.

That’s why this first call is all about you. We’ll talk about what brought you here, what you’re looking for in a financial advisor, and what’s most important to you right now.

I’ll also give you space to ask any questions you have about the firm, how I work, or what to expect.

What I won’t do is pressure you to make a decision on the spot. This is an important relationship and I want you to take the time you need to think it through. I’ll take a few days before reaching out to schedule a “Cleared to Proceed” meeting if that’s what you’re looking for.

Omen Quelvog shakes hands with a young military couple after receiving their financial plan.

Cleared to Proceed

Still unsure if financial planning is right for you? Give it a try!

This is an optional, 30-minute presentation of a 1st year gameplan, focused on solving your pain points and creating efficiencies in your finances to achieve your goals.

There are no commitments expected from this meeting. It serves as a decision-making tool for you to get to know me more and test both the tangible and intangible benefits of hiring a “financial advicer”.

Onboarding

Meeting 1: Getting Organized

This is an important meeting, but there’s no need to stress.

We'll begin by refining your values and goals; a continuous, but important process as they’re the foundation of your financial plan and guide everything we do together.

From there, we’ll take a deep dive into your full financial picture: accounts, insurance policies, tax returns, estate documents, family dynamics, cash flow, savings, retirement plans, and more.

And don’t worry if you don’t have all the documents handy or aren’t sure where to start. I’m here to walk through it with you, step by step.

Omen Quelvog walking outdoors on a brick sidewalk, chatting and smiling, with a military family, talking about what their new life and financial plan will do for them.

Meeting 2: Strategic Vision

This meeting is where you get to dream.

If we haven’t framed some initial values and goals yet, we’ll continue to refine them. We’ll also start crafting your Statement of Financial Purpose; your “why” behind the plan.

If there is any other information that I need to build your plan, we’ll talk about it here. as we work towards clarity, not perfection.

Omen Quelvog and military clients sitting at a table in front of a laptop, engaged in a financial planning conversation.

Meeting 3: Plan Review & Implementation

Sit back and take in the initial plan and recommendations.

I’ll start with a picture of where you are today. Then I’ll move into where you want to be, based on the values, goals, and your Statement of Financial Purpose. Then, I’ll lay out the recommended steps to get there, naming just a few of them to start with first. I walk with you throughout the entire implementation process to keep you motivated toward achieving your goals!