Getting Started

 

Getting Started

The First Step

When you're ready to get started with us, there are a couple of things you need to do in order to make the process the most efficient. Precision Wealth Strategies uses a nine-step, trademarked process that allows our clients to think bigger and accomplish more for themselves and the people they love.

The first step of the process is to schedule a time for us to meet:

  • Over the phone (636) 449-3800
  • Video conference
  • Or ultimately, face to face.

This is a chance for you to gain a real understanding of what we do and see the level of transparency and clarity that we employ throughout the Precision planning process. We want you to be comfortable knowing that our personalities are a good fit and our resources can help pull your planning needs together.

Preparing for our first meeting

The second thing you need to do is download the document checklist from our website and start to put the documents together to make the first meeting the most efficient. This document checklist will allow us to find facts much more efficiently and thoroughly than we could by just asking questions, and will save you a lot of time.

Don’t let this list of documents become a second job. We take them in phases, but obviously we'll need all of the facts to give you the best and most efficient process going forward. We look forward helping you gain clarity in your direction.