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Meet with Scott —the first step toward finding your ideal wealth advisor
Book a quick, no-obligation call with Scott to discuss your financial goals and uncover what living fully means to you. Then, you’ll be matched with one of our advisors for a free, in-depth consultation to develop your custom Wealth Management Plan.
Scott Christensen
WEALTH ADVISOR, CFP®, EA
The Merriman Method
Our process gives us a chance to get to know each other, so we can best serve you:
Discovery Meeting: We get to know you so we can understand your values, well-being, personal and professional relationships, life goals, financial resources, and interests.
STRATEGY Meeting: We present you with a customized Goal-Based Financial and Investment Plan with our tailored and personalized recommendations moving forward.
IMPLEMENTATION Meeting:We answer any final questions before we get started on implementing your customized plan—essentially this is our launchpad for working together.
90-DAY REVIEW Meeting: We show you how to access all of our systems and portals, and we review any ongoing implementation actions.
ADVANCED PLANNING Meeting: We dive into the recommendations and action steps developed by a hand-picked team of experts in key areas of financial well-being beyond investments including insurance and estate planning.
PROGRESS MEETINGS: Periodically, we check in and review the progress that’s been made toward your plan and update it as your life and goals evolve.
“From the very first meeting, where they matched us with our financial advisor, to every subsequent meeting, we're blown away at the level of attention to detail in their services.” Kaylee McHugh, Client.
