TIAS PLANNERS
You have dreams. We can help make them come true.
About
Meet Steve Hays
Principal Advisor @ TIAS Planners
Our Client Process
Meet Steve Hays! TIAS Planner’s principal advisor.Steve’s 30 years of planning experience, and ability to get to know TIAS clients is what makes us unique. This initial consultation is for you to share your most pressing issues, and for us to explain our client-first planning philosophy and process. Absolutely no pressure, and no cost. Just a short meeting to get acquainted.
Once we are officially working together it’s time to gather documents and to discuss all of your short and long-term financial goals. TIAS Planner’s quick fifteen-minute questionnaire is designed to uncover both your most pressing financial issues and guide you towards setting realistic goals. After the questionnaire, a list of documents is generated to get the planning started!
Once TIAS Planners has all of your relevant financial information, it’s time for us to review everything and create your customized financial plan based on your individual goals and needs. Creating the plan is usually a two-meeting process with back and forth emails in between confirming details and gathering more info.
TIAS Planners does not stop after the custom plan is implemented. Clients who choose the comprehensive plan will have periodic check-ins with their advisor in order to monitor and adjust the plan as needs change. Quarterly meetings are scheduled to track portfolios along with both end-of-the-year tax planning and beginning-of-the-year cash flow planning. TIAS Planners will be by your side every step of the way!
