Our 2-Step Process to Become a Client

At North River Wealth Advisors, we believe that a personalized and transparent financial planning process lays the foundation for success.

Our 2-step approach is designed to help us understand your unique needs and goals while ensuring we’re the right fit for each other. Here’s what you can expect during our Initial Consultation and Discovery Meeting.

Step 1: The Initial Consultation

The Initial Consultation is a relaxed, no-obligation conversation where we get to know each other and discuss what is important to you. This session focuses on the following key areas:

1. Get to Know Each Other and Build Rapport
   We start with an open conversation to learn more about you, your family, and what matters most to you. It’s a chance for you to ask questions and for us to build a foundation of trust.
2. Introduction to North River
   We’ll share more about who we are, our values, and how we work as a fee-only financial planning and investment management firm. You’ll get a clear sense of how we partner with clients.
3. High-Level Understanding of Your Situation and Needs
   We’ll discuss your current financial picture at a high level. This helps us understand your goals, challenges, and priorities.
4. Determine if There is a Mutual Fit
   The most important part of this meeting is deciding if we are the right partner to help you achieve your financial goals. If we both agree to move forward, we’ll schedule the Discovery Meeting.

Step 2: Discovery Meeting

The Discovery Meeting dives deeper into the details of your financial life. At this stage, we begin crafting a roadmap that aligns with your long-term goals. Here’s how we approach it:

1. Information Gathering
   To build a comprehensive plan, we’ll have you complete our information gathering form. This includes an overview of your goals, investment accounts, insurance, expenses and other relevant financial information.
2. Understand and Document Your Concerns, Goals, and Preferences
   We take the time to listen carefully and document what’s important to you. Whether it’s saving for retirement, funding education, or creating a legacy, your goals shape the plan.
3. Initial Recommendations
   As part of our meeting, we will analyze and evaluate your current situation and provide recommendations and insights based on our observations. 

What Comes Next?

After the Discovery Meeting, we decide if we are a good fit to work together. If we decide we are a mutual fit, we roll up our sleeves and begin developing a customized financial plan tailored to your goals. Our mission is to bring clarity, confidence, and peace of mind to your financial journey.

We aim to treat our clients like they are part of our family, so we are here to help and guide you every step of the way. Take a small step and schedule your Initial Consultation today!

Let’s build a financial plan that works for you – together.

Authored by Stephen Blahovec and Michael Rausch of North River Wealth Advisors.  We are an independent, fee-only financial planning and investment management firm located in Pittsburgh, PA servicing clients locally and across the country.  To learn more, contact us here.

This content is developed by North River Wealth Advisors from sources believed to be providing accurate information. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.