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The Canopy 360 Way

Step 01

Connect

A need, want, or wish has been identified as it relates to your long term financial plan. An introduction to our Business Development Team is made to discover whether we might be able to help.

Step 02

Engage

Our Business Development team identifies the internal resources that would best be utilized for the particular client and a Discovery Meeting is scheduled.

Step 03

Discover

Our Business Development team identifies the internal resources that would best be utilized for the particular client and a Discovery Meeting is scheduled.

Step 04

Plan and Invest

After a comprehensive understanding of where you’re headed, we’ll begin the process of consolidation, transfer, and investing of your funds.

Step 05

Review and Maintain

Once we’ve identified the first steps of our journey, we’ll move to a predictable review schedule and continue updating and refining your plan and investments, together, by revisiting each of these steps with your dedicated advisory team, everytime you come in.

What working together looks like
When you choose to work with Canopy 360, you’re guided through a thoughtful, collaborative process designed to bring clarity and confidence at every stage.

 

Start

Client has signed the Investment Advisory Agreement and scheduled Financial Planning Meeting #1.

Leading Up To The Meeting...

Advisor begins collecting financial planning information. Accounts are established and transfer process begins.

Discover

Client and Advisor begin to build the “bones of the financial plan” and discuss goals and lifestyle in retirement.

Prior to Financial Planning Meeting #2

Advisor starts to analyze the results and create additional scenarios to bolster plan success. Account transfer process continues.

Review Meetings

Following Financial Planning Meeting #2, we will establish your meeting cadence moving forward. From there we will meet a few times a year to continue updating and optimizing your plan.

Financial Planning Meeting #2

The Advisor will review the details of the plan and begin looking into the results. This is when we begin to strategize on how to optimize your plan.

Ready to take the next step?

Schedule a conversation to see how our process can support your goals with clarity and care.

Schedule a Conversation
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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If we’ve made a difference in your financial journey, we’d be grateful if you shared your experience on one of the platforms below.

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