Our Process

We've designed a clear, structured approach that takes the guesswork out of planning for retirement. Here's what to expect when working with Metis Wealth.

Initial Consultation

Discovery and Analysis

Strategy Presentation

Implementation and Ongoing Partnership

The journey begins with a conversation where we primarily listen. We want to understand your goals, concerns, and unique circumstances. This complimentary meeting helps us determine if we're a good fit for each other and identify which of our services would best meet your needs.

What to expect:

  • A relaxed, pressure-free discussion about your financial situation

  • Questions about your retirement vision and timeline

  • An overview of our approach and philosophy

  • Clear explanation of our services and fees

  • No obligation to proceed further

Our Commitment to Clarity

What sets our process apart is our commitment to thoroughness and clarity. We don't just run numbers through a calculator—we think critically about your specific situation and apply our expertise to find solutions others might miss.

Most importantly, we speak human. Financial planning doesn't have to be complicated, and we pride ourselves on making complex concepts understandable and actionable.

Ready to get started?

Our Process

We've designed a clear, structured approach that takes the guesswork out of planning for retirement. Here's what to expect when working with Metis Wealth.

Initial Consultation

Discovery and Analysis

Strategy Presentation

Implementation and Ongoing Partnership

The journey begins with a conversation where we primarily listen. We want to understand your goals, concerns, and unique circumstances. This complimentary meeting helps us determine if we're a good fit for each other and identify which of our services would best meet your needs.

What to expect:

  • A relaxed, pressure-free discussion about your financial situation

  • Questions about your retirement vision and timeline

  • An overview of our approach and philosophy

  • Clear explanation of our services and fees

  • No obligation to proceed further

Our Commitment to Clarity

What sets our process apart is our commitment to thoroughness and clarity. We don't just run numbers through a calculator—we think critically about your specific situation and apply our expertise to find solutions others might miss.

Most importantly, we speak human. Financial planning doesn't have to be complicated, and we pride ourselves on making complex concepts understandable and actionable.

Ready to get started?

Our Process

We've designed a clear, structured approach that takes the guesswork out of planning for retirement. Here's what to expect when working with Metis Wealth.

Initial Consultation

Discovery and Analysis

Strategy Presentation

Implementation and Ongoing Partnership

The journey begins with a conversation where we primarily listen. We want to understand your goals, concerns, and unique circumstances. This complimentary meeting helps us determine if we're a good fit for each other and identify which of our services would best meet your needs.

What to expect:

  • A relaxed, pressure-free discussion about your financial situation

  • Questions about your retirement vision and timeline

  • An overview of our approach and philosophy

  • Clear explanation of our services and fees

  • No obligation to proceed further

Our Commitment to Clarity

What sets our process apart is our commitment to thoroughness and clarity. We don't just run numbers through a calculator—we think critically about your specific situation and apply our expertise to find solutions others might miss.

Most importantly, we speak human. Financial planning doesn't have to be complicated, and we pride ourselves on making complex concepts understandable and actionable.

Ready to get started?