Your Canvasback Experience

Share Your Story with us and we'll do the same. No need to bring statements, tax returns or any other documentation. This is our chance to get acquainted and make sure our values align. If so, we create your personal financial website, provide a brief list of needed documents and schedule your "take inventory" call.

Time commitment: You (60-90 minutes)/ Us (60 - 90 minutes)

Instead of giving you pages of questions to answer, we would rather just have a conversation. The inventory call allows us to make sure we have all the necessary information to begin construction of your rough draft. It's your opportunity to begin prioritizing objectives and establishing the decision points you want to tackle and guide our work. We will schedule your "Inventory Review" call as well as the "Strategy & Actions" meeting.

Time commitment: You (10-30 minutes)/ Us (10-30 minutes)

As we construct your rough draft, we likely will have questions. Your "Inventory Review" call allows us to get those questions answered and gain clarity to ensure we are doing the best work possible.

Time commitment: You (5-20 minutes)/ Us (5-20 minutes)

This is a crucial step in deciding what actions to take and prioritizing your objectives. In this step, you will see the importance of coordinating all of your financial decisions. We look at different decision points to understand the impact they have today and well into the future. We determine your minimum required rate of return and begin to establish your timeline. This meetings sets the groundwork for the "Accounts & Allocations" meeting. And finally, we provide you with your persona financial organizer and schedule your "Accounts & Allocations" meeting.

Time commitment: You (60-90 minutes)/ Us (1-3 hours)

The "Accounts & Allocations" meeting is the final step when you come on board with Canvasback. We determine your assets structure and investment strategies. We prepare your investment policy statement and begin the process of implementing the decisions you made during the "Strategy & Actions" meeting.

Time commitment: You( 30-60 minutes)/ Us (1-3 hours)

Life has plenty of curveballs to throw at you, both good and bad. As changes occur we will want to adjust and adapt your actions accordingly. Part of that process involves evaluating any major financial decisions that arise to ensure you're afforded the opportunity to tackle those decisions with full knowledge of how those decisions impact you today and well into the future.