The AllStreet Approach is the framework for how we work with our clients.

It was designed with you in mind, it prioritizes accountability from us, and it reinforces positive financial habits in our client's lives.

Step one
Get to Know

A quick meeting to find out if working together makes sense.

The goal with this meeting is to get to know you, your situation, and what you're looking for in a financial planning relationship. We then share how we work with our clients so you can leave this meeting knowing if we're the right fit.

If we determine that we're not the right advisors for you, we'll refer you to other advisors in our network who may be a better fit.

Time before next meeting: 3 days to 2+ weeks
step two

Three meetings to go over your goals & values and review the numbers so we have a clear understanding of where you are and what you're trying to accomplish.

  1. Go over goals, vales, etc

  2. Review your finances

  3. Review the business (if applicable) and finish gathering all financial planning info

Time before next meeting: 1-3 weeks
step three
Plan Delivery

First, we review your full financial picture together:

• How you're invested based on taxes
• Investment allocation
• Net worth
• Goals & priorities

Then we go over recommendations, action items, and your one page financial plan.

📝 View sample financial plan

Time before next meeting: One month
Our Signature step

We get it, life's busy.

It's easy to let important tasks slip through the cracks, which is why we created this step to ensure everything gets implemented from the plan. We follow up and meet as necessary to make sure you feel confident in your financial plan moving forward.

Ongoing check-ins & availability
step five
Ongoing Planning

Check-ins as necessary as well as an annual 3-step strategy meeting to create an up-to-date plan, update investments, track your net worth growth, and make necessary changes.

📝 View sample annual review

+ Annual Strategy Meeting

Next steps

1)  Schedule your Get to Know meeting

2)  We go over your situation to see if it makes sense to work together

3)  Take some time to think about it

Please fill out the below form so that we can reach out to schedule a virtual meeting:
Thank you!

Once we have a chance to review, we'll be in touch via email to schedule a call.

Oops! Something went wrong while submitting the form.
allstreet sign logo

📱 (815) 978-2703


📍Kansas City, MO
lis, IN

🖥 Virtually serving clients nationwide

The firm is a registered investment adviser with the state of Missouri, Indiana, Florida, California, Illinois, and notice-filed in Texas and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

© 2020-24. Piertree. All Rights Reserved. Crafted by Converting Attention