Get Started

Get started with your financial roadmap

Here’s how Arrivity financial planning works:

Contact us today to schedule your free consultation and estimate.

Tell us about yourself and your finances. Before we meet, you’ll complete a confidential questionnaire and risk tolerance assessment. We’ll also give you a checklist so you can compile statements, policies, tax returns, and other financial documents.

Meet with your financial planner. At the end of your complimentary first meeting, we’ll provide you with a cost estimate for your financial planning.

The planning begins with your Arrivity planner analyzing all the information you provide and aligning your current situation with your financial goals. We consult with all the experts on the Arrivity team to create recommendations targeted to your needs.

Understanding your plan is an important part of a successful implementation. You’ll meet with your Arrivity planner to go through the details and our rationale, and to get any questions answered. You’ll get a complete written document you can refer to again and again.

Come back for a review of your financial plan whenever you have questions or when something changes in your life, your career, or your family. We also recommend annual reviews to keep you on the road to meeting your goals.