The Ausperity Client Experience
Clarity, Strategy, and Support — Every Step of the Way
1. Discovery Call
We begin with a brief, no-pressure conversation to understand what’s prompting your outreach. You will share your goals, concerns, and financial landscape — we will discuss how we may be able to help.
2. Collect Additional Data & Documents
You will provide documents such as tax returns, investment statements, business records, and estate documents so we can assess your current situation in full context.
3. Build a Financial Plan
Behind the scenes, we design a custom, integrated financial strategy — including investment analysis, tax planning, wealth transfer considerations, and more.
4. Financial Plan Review Meeting
We walk you through your plan in plain language. You will have space to ask questions, make adjustments, and explore different paths based on what matters most to you.
5. Develop Action Plan
Once your plan feels right, we translate it into clear, actionable steps with defined timelines and key implementation milestones. We collaborate closely with your CPA, attorney, and other trusted advisors to ensure seamless execution. Our focus is on building long-term relationships—not pushing products or quick fixes.
What to Expect in our First Call
Our initial conversation is a thoughtful dialogue focused on understanding your goals, values, and vision. It is also a chance to ensure that our approach and expertise align with your needs before taking the next step.
Kevin is here to make your next financial chapter your most confident one yet.