our process
The Yarnway Edge™ is our ongoing financial planning process that helps us keep you on track towards your financial goals. Its decisive, yet flexible approach allows us to pivot when life shifts, and helps us to prioritize accountability throughout our partnership
Step #1: Engage & Evaluate

This is a short introductory call for us to get to know each other. You’ll be able to outline your financial concerns, desires and wishes for the future. 

In this conversation, we’ll share how we work with clients, costs of services and will determine if we are the right advisors for you.

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Step #2: Determine Goals & Data Aggregation

In this meeting, we’ll work together to determine your goals and collect the data necessary to understand where you are and how we can help you reach your goals. 

Step #3: Genius Session

After taking the information and ideas from your plan and collected data, we’ll use this time together to review your current financial position and our tailored recommendations for you. 

Step #4: Execute!

We’ll accompany you in opening the recommended accounts, facilitating any transfers and other listed deliverables in the plan. We’ll schedule follow ups to make sure that you’re on track to the goals and habits recommended in our genius session. 


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