What happens before the first meeting?
The first step is simply a conversation about your situation, questions, and whether Horizon may be the right fit.
Our Process
What working together looks like before the relationship begins.
Most people want to understand what the first steps look like before they reach out. Here is how the early conversations work and what happens from there.
Step-by-Step Path
A clearer view of the path from first conversation to ongoing support.
Each step is designed to be clear before it happens, so you always know what comes next.
Each step should feel understandable before it happens.
The process is meant to orient people, not overwhelm them.
The goal is confidence about fit, expectations, and what comes next.
- 01
Fit Call
We start with a conversation to understand your situation, hear what you are looking for, and answer initial questions.
- 02
Discovery
If there may be a fit, we dig deeper into your goals, priorities, and broader financial picture.
- 03
Strategy Review
We walk through our perspective and explain how we would approach your situation so the next step feels clear, not pressured.
- 04
Onboarding and Ongoing Support
If you choose to move forward, we guide implementation and begin the ongoing relationship with continuity and care.
Before the First Conversation
People should know what to expect before they ever reach out.
The first interaction should feel personal and easy to start.
Prospects should understand whether they want to schedule or start with a note.
Expectations around meetings, next steps, and follow-through should be clear.
Reassurance
Common questions people have before they take the first step.
Straightforward answers to the questions people usually have before taking the first step.
Is this a high-pressure sales process?
The early process is meant to reduce uncertainty, not create pressure. You should understand the steps before deciding whether to move forward.
What if I want to ask a question before scheduling?
The page is structured to support either path. Some people schedule directly, while others prefer to start with a note or a question.
Can meetings happen virtually or in person?
Meeting format can be clarified during outreach. The structure supports in-person and virtual conversations depending on what makes sense.
Ready to start with a conversation?
The first call is simple: tell us what is on your mind, and we will take it from there.