Meeting Process | Longview Insurance & Investments

Your Consultation Process Starts Here

Organize Your Financial Life Into One Coordinated Plan

A Personal Welcome From André

Thank you for reaching out! Every Longview client starts here. With a focus on holistic, ongoing financial planning, we design strategies to help clients build wealth, prepare for retirement, and create a lasting legacy.

Hear about our unique approach before booking your first meeting.

An Overview Of The Meeting Process

We believe in understanding the full picture before offering a solution—like a coach evaluating the game plan before making adjustments.

Answer a few questions and pick a time: Start by answering a few quick questions about your situation. If it looks like we're a good fit, you'll be able to choose a time to meet right away, on Zoom or in person.

Start The Process

Build your plan together: We start with a relaxed conversation about what matters most to you. Then we take a comprehensive look at your whole financial picture, including retirement, investments, taxes, insurance, and income, and build one coordinated plan around your goals. We believe thoughtful financial planning should help clients navigate major life transitions, make informed long-term decisions, and create clarity around the future for themselves and their families.

Stay on track for the long run: Your plan isn't a one-time project. We stay with you as your life changes and meet throughout the year, depending on the scope of our work together, to review your progress and adjust your plan.

Start The Process

Frequently Asked Questions

During your discovery meeting we will work to gain a clear understanding of your situation.

Here’s a few common questions:

> Who do you work with? Longview primarily works with individuals and families in their 50s and 60s who are preparing for or transitioning into retirement and want help making smart, tax-efficient, coordinated decisions about their financial future. Our typical clients have a net worth of $1 million or more, excluding their primary residence, and value comprehensive financial planning around retirement income, tax planning, investments, and legacy.

> How are your fees structured? Our fees have two parts: a flat fee for your initial financial plan, and — for clients who choose to hire us to manage their portfolio — an ongoing fee based on a percentage of assets managed. Every relationship starts with the flat-fee planning engagement, where we look several years ahead at retirement timing, tax planning, Social Security, retirement income and withdrawals, Medicare, investments, and estate and legacy planning.
We're always upfront about what you'll pay, what's included, and whether the relationship makes sense for you.
> What should I expect in our first meeting? Our first meeting is a relaxed, no-pressure conversation. We’ll talk about what prompted you to reach out, what’s important to you, and any financial questions or concerns that are on your mind. We’ll also explain how we work, answer your questions, and determine together whether we’re a good fit for one another.

> Do you offer hourly or project-based financial planning? We don't offer hourly or one-off financial advice. Our initial engagement is a defined, fixed-fee project, but our practice is built for individuals and families who want an ongoing relationship to manage their retirement plan, investments, tax planning, and other financial decisions over time. If you're primarily looking for hourly advice or help with a single question, we're probably not the right fit.

> What is your planning process like? Our planning process is built around looking ahead, not simply taking a snapshot of where you are today. We look at how decisions around retirement timing, tax planning, Social Security, Medicare, retirement income, investments, insurance, and your estate interact with one another—and where there may be opportunities to make better decisions before retirement.
We also stress-test the plan against real-life “what ifs,” including market downturns, higher spending, long-term care needs, or retiring earlier than expected. The goal is to help you understand not only where you stand today, but what decisions could make the biggest difference over the years ahead.

Ready to see if we're the right fit?

Answer a few questions to get started.

Start The Process