HOW DO I CONNECT?
STEP 1 - SCHEDULE AN INTRODUCTION
Interested in learning more about our services? Schedule a short introductory call. We will ask you to share a bit about yourself and your needs. If Bluestem might be a good fit to meet your needs, we will schedule a follow-up meeting.
Step 2 - DISCOVERY
Following our initial call, we will meet to learn more about you, your financial life, and needs. You will walk away from this conversation having a clear understanding of how Bluestem's personalized planning process can meet your needs. Our primary goal: equip you with the information you need to make a confident decision about partnering together.
Step 3 - ONBOARDING
Your first meeting as new Bluestem client is all about getting organized and laying the foundation for all of the planning conversations that will follow.