The Process of Becoming a Client
At Vermillion, we’ve built a process that’s different from the industry standard. Where many firms focus on selling, we focus on listening. Our process is built entirely around you — your story, your goals, and your comfort.
We believe the best financial advice starts with knowing you, the person behind the numbers. That’s why we take time to listen and learn before offering any advice, so every recommendation is built on trust and understanding.
Our Four-Step Process
Your Initial Phone Call
Your Initial Consultation
If you find value after this discussion, we’ll invite you to take the next step, a Discovery Meeting.
Your Discovery Meeting
The purpose of this meeting is to verify which of our services would truly benefit you. As fiduciaries, we’ll never recommend something that doesn’t make sense or add value.
Your Custom Service Plan
We do not have a one-size-fits- all service model. We understand that every client is unique and therefore, so should be their service. You will receive a clear, customized path forward that fits your goals, your timeline, your comfort level, and most importantly your needs.
Your Initial Phone Call
It all begins with a conversation. During this call, we take the time to get to know who you are and what you’re looking for. We also share how we work and what you can expect.
This helps us match you with the right advisor. Someone whose expertise, style, and personality best fit your needs and goals. There’s no preparation required and no commitment; it’s a friendly introduction to see if we’re the right fit.
Your Initial Consultation
Unlike other firms, we don’t ask you to bring documents to this meeting. We believe financial planning starts with getting to know the person, not the numbers.
This two-hour conversation is all about you, your goals, values, priorities, and the services that may best support them.
If you find value in this discussion, we’ll invite you to take the next step, a Discovery Meeting.
Your Discovery Meeting
This meeting dives deeper. We ask you to bring in all your financial documents so we can better understand your situation. Here, we’ll review your information together and start identifying both known and unknown exposures. These are areas where you may have risk, inefficiency, or untapped opportunity.
The purpose of this meeting is to verify which of our services would truly benefit you. As fiduciaries, we’ll never recommend something that doesn’t make sense or add value.
Your Custom Service Plan
Once we understand your situation and needs, we’ll design a tailored plan made just for you.
We do not have a one-size-fits- all service model. We understand that every client is unique and therefore, so should be their service. You will receive a clear, customized path forward that fits your goals, your timeline, your comfort level, and most importantly your needs.
Comparing Advisors Can Be A Challenge
You may be asking yourself what questions to ask, what information to gather, or what truly separates one advisor from another. To help you navigate this challenge, we created an Advisor Comparison Checklist with the key questions and considerations to guide your decision.
Explore More of the Client Experience
Partner with Vermillion
If you are ready to explore a relationship built on transparency and trust, reach out to schedule your introductory conversation and learn what it looks like to work together.
