getting started
Your first conversation with us won't be about your money.
It’ll be about you. What are you thinking about? What’s changing? What do you want your wealth to make possible? We start there, because understanding your life gives us the context to help guide your financial decisions.
what to expect
What working together starts like
Each conversation builds on the last. We’ll get to know you, dig into the details, and share what we’re seeing along the way:
Intro Phone Call
Tell us what you’re looking for, get your questions answered, and see if FORM is the right fit. No cost, no obligation.
Discovery Meeting
We’ll look beyond the numbers to understand what matters most to you and what you want your wealth to make possible.
Data Gather
You’ll share key documents that give us a complete view of your financial life and where you stand today.
Solutions Meeting
See it all come together. Understand your options, what we recommend, and how it helps support the life you want to live.
ONGOING wealth PLANNING
Your wealth plan is never one-and-done
When you become a FORM client, our work together continues through what we call the Total Relationship, an ongoing partnership designed to evolve with you. We’ll typically meet 1-4 times a year to review your plan, talk through what’s changed, and adjust as your needs evolve. And when life brings a new question or decision, we’re here.
READY TO TALK?
Start with a conversation
Choose a time that works for you. We’ll learn what brought you here, answer your questions, and see if FORM feels like the right fit:
Not quite ready?
Scroll up to see how the process works, or keep reading below for answers to common questions.
FREQUENTLY ASKED QUESTIONS
What to know before getting started
We tend to be a good fit for people who have enough financial complexity that having someone bring it all together would make life easier. You may be approaching retirement, already retired, considering the sale of a business, or simply looking for more thoughtful guidance around the wealth you’ve built.
Many of the families we serve have at least $500,000 in investable assets, but a number alone doesn’t determine whether we can add value. We also work with multiple generations of families, including those who are still building their wealth.
If you’re wondering whether we’re the right fit, that’s exactly what an introductory conversation is for. We’ll get to know what you need, answer your questions, and figure that out together.
That’s common. You don’t have to be unhappy with your current financial advisor to benefit from another perspective. We’ll look beyond your investments to see if there are opportunities across your financial life that deserve a closer look.
Many people come to FORM after successfully managing their own investments. They’re often looking for guidance beyond the portfolio, especially as decisions around income, taxes, estate planning, healthcare, and their broader financial lives become more complex.
Absolutely. Your investments are only one part of your financial life. We consider the bigger picture, from income and taxes to estate planning, healthcare, and other important decisions, so your wealth is managed with your whole life in mind.
We believe your financial life works best when your advisors work together. FORM can collaborate with your CPA, attorney, and other professionals to help connect the decisions being made across your financial life.
Nothing. Our introductory process is complimentary, with no obligation to become a client. It’s designed to help both of us determine whether working together is the right fit.
We have offices in Lake Geneva and Middleton, Wisconsin, and work with clients near and far. Meetings can be held in person, by phone, or by video, depending on what works best for you.
