At Coast to Coast Financial Planning we understand that choosing a financial professional to work with is a big decision and one that should not be taken lightly.  The relationship between a client and their advisor should be a collaborative partnership built on trust and communication. You should feel confident that your advisor and their process align with you, your goals, and your vision for your future. 

 To foster that relationship we have created our C2C planning process.  Here is what to expect as we begin:

Step 1- The “Fit” call

Before committing a large amount of your time or ours, this 10–15 minute call allows us to learn a little bit more about each other.  This will determine a preliminary “fit” between your situation and our expertise. 

If we are not a good fit for each other, we will gladly introduce you to a firm who is better suited to your needs.

Step 2- The “Fit” meeting

The “Fit” meeting is an opportunity for me to share with you what I do, how I do it, and why I do it.  It is also an opportunity for me to learn about what is important to you, the goals we are trying to accomplish, and the steps you have already taken to accomplish them. 

We will ask that you bring a few documents that will help guide our discussion and form the basis of our analysis. 

Step 3- The 48 hour pause

This period allows you some time to think about any questions you might have from our discussion and allows me some time to further analyze your situation.  I want to be absolutely certain that my process is the best fit for your situation before we move forward.

Step 4- The planning meeting

During this meeting we review and confirm all the data you have provided and discuss exactly what we will need to do to work toward achieving your financial goals.  We will talk about specific methods and show detailed projections of your current situation compared to our recommended path.

Step 5- Implementation

Once we have laid out the path, we begin the implementation of your plan.  This can be done from the comfort of your own home as most of our documentation is completed through a remote signature process.  You will receive a detailed timeline of the first 30-60 days of our relationship showing the steps we will take and who is responsible for each of the actions.

Step 6- The welcome aboard meeting

After the initial implementation is complete, we will meet to review all of the steps we have taken, introduce you to our online account system, show you how to navigate your secure document vault, and answer any additional questions you might have. 


Contact us at (904) 281-9196 today to discuss your unique situation and

to find out if our process is right for you.