Our Process
What to expect when you work with Kickstand
Clear steps, thoughtful conversations, and steady support—every step of the way.
1
Initial Call
A quick 15-minute, no-pressure conversation to see if we’re a good fit. We’ll learn a bit about your goals, walk you through our process, and answer any initial questions—so you’ll know exactly what to expect.
2
Discovery Meeting
We understand that choosing an advisor is a meaningful decision—one that lays the foundation for a long, successful partnership. This meeting is designed to help us get to know you better and to give you the opportunity to ask questions, explore our approach, and determine whether we’re the right match for your needs.
During our meeting, we will discuss your financial world today and the goals you’re working toward. We’ll gather important details about your finances, priorities, and future vision to gain a firm grasp of how all the pieces fit together. We'll then get to work on crafting a customized plan with detailed recommendations for our next meeting.
3
Your Financial Blueprint
Once we understand your goals, we’ll begin creating your Financial Blueprint—a personalized roadmap designed around your life, your priorities, and what matters most to you. This includes retirement projections, tax and estate planning strategies, college planning, and cash-flow guidance, all tailored to your unique situation.
During our meeting, we’ll spend time walking through your financial plan in detail, making sure every question—short-term or long-term—is answered thoughtfully. We’ll explore “what-if” scenarios together and discuss the key decisions ahead, so you feel informed and confident.
By the end of this step, you’ll walk away with clear next steps and a plan built to help move your goals forward with purpose and clarity.
4
Investment Strategy & Onboarding
With your blueprint in place, we develop an investment strategy that aligns with your goals, timeline, and comfort level. We'll walk you through the proposed portfolio, explain our recommendations clearly, and answer any questions you have.
Once you’re ready, we’ll help you open accounts, transfer assets, and get you fully onboarded—including access to your custom client portal and Kickstand’s mobile app.
5
Implementation & Follow-Through
We don’t stop at planning—we help you put the plan into motion. As investments are implemented, we’ll revisit any outstanding action items and schedule a follow-up to make sure nothing is left behind. From tax moves to estate documents, we’ll stay engaged and keep things moving forward coordinating with your CPA and attorney as needed.
6
Ongoing Support & Reviews
As life evolves, so will your plan. We’ll meet regularly—semi-annually or annually—to review your progress, adjust your goals, and monitor your portfolio. These check-ins are also when we revisit tax strategies, keep your goals updated, and make sure you feel confident in the path ahead.
Your journey doesn't end after onboarding—and neither does our partnership.
