Our Process

WHAT SHOULD YOU EXPECT AT YOUR FIRST MEETING?

WHAT SHOULD I EXPECT?

Maybe you have never met with a financial professional. Maybe you have had one or more bad experiences ranging from pushy, sales guys focused on their wallet more than you or a lack of service or contact. Either way, many people ask me what a first meeting is like and how much it costs.

A first meeting typically lasts for an hour long. If I do my job correctly, it should feel like a slightly nosy conversation. My intent is a first meeting is to get to know you and decide if we will be a good fit to move forward. (Hint: You should be evaluating me during a first meeting to decide if we are a good fit as well). I will ask questions about your history, as well as your goals.

While we will touch on your financial situation, your meeting is more focused on your story.

To schedule a NO OBLIGATION MEETING with Melanie, click the button below:

Schedule a Meeting

HOW DO WE START?

STEP 1: CALL US!

Our first priority is you. We like to know our clients well. Call us today so that we can begin to gather the information that we need to set up an introductory meeting.

Office Phone: (479)488-4635

You can also email us for a consultation at bslate@summitfn.com

THE FACE-TO-FACE MEETING

CONTACT US FOR OUR OFFICE SPACE DETAILS. IF YOU ARE IN THE ARKANSAS RIVER VALLEY OR NORTHWEST ARKANSAS, WE CAN DISCUSS ALTERNATE MEETING LOCATIONS.

Next, we will set up an hour-long introductory meeting. This meeting provides depth and understanding of your finances and your life.

We begin our process by talking about your goals and what you want to accomplish. It is your meeting. With the time that we have, we will start by getting to know more about your financial situation, your family, and your goals.

The first consultation is always free of charge.

Call Radcliff Financal

STRATEGY SESSION

After our intial meeting, we will have you take a risk assessment. It is simple and to the point, it just lets us know your tolerance for risk so that we can plan around that.

Once we have your information, Melanie and our team will begin devising customized stragtegies to fit your goals. We will move foward based on your preferences. If changes are necessary, we will work them in.

PLAN IN ACTION

Once we agree upon your strategy, our team will begin to set up new accounts, transfer funds and begin to organize and manage your financial life. You will have access to your accounts, so that you can see any changes that occur -- we never leave you in the dark! If you have any questions, you can always contact our team directly and we will be happy to help!

REGULAR CHECK-UPS

To make sure that you are feeling secure and comfortable with your finances, we will keep in regular contact with you, and review your account when needed. Unlike some financial advisors, we don't avoid you when times get tough -- we will be there in the good times and the bad times to make sure that our clients are taken care of. We want you to take the opportunities available to you.

Contact us Today!

DO WE OFFER REMOTE MEETING OPTIONS?

We want you to be able to access us, even if you are unable to come to our office and meet with us in person. Call us to discuss the options for setting up remote meetings.