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Working with Thayer Financial

Our process is designed to provide you a framework for making a fully informed decision about working with Thayer Financial. Just like you, we are looking for a long-term relationship and not a quick transaction. This is why you must have all the information necessary to decide if Thayer Financial is the best firm for helping you reach your goals. Similarly, there is no hard selling from us, and you can take as much time as you need to make this important decision.

For individuals that could be a good fit for Thayer Financial, there is no cost or obligation for this process. In fact, we want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.

Our no-pressure client educational process

Initial Phone Call for Plan

Meet With Us

Begin with a 20 minute phone call to discuss our process.

A 20-minute phone will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t go to a dermatologist if you needed heart surgery.

If it sounds like we could be a fit for each other, then we’ll set up an in-person (or virtual) meeting to take a deeper dive into what you are looking for help solving.

We will also share our educational process to help you determine what you are looking for in a wealth management firm.

If we aren’t a good fit for each other, we will gladly introduce you to a firm that is better suited to your needs.

Financial Planning Process

Educational Process

Determine if Thayer Financial is right for you.

Our educational process that each prospective client goes through is designed to help guide you through the complex process of selecting the best financial planning firm for yourself. With so much confusion and misconceptions surrounding our industry, this is an important step in deciding what’s best for you.

This educational process aims to make you informed and help you determine if our firm’s services match what you are looking for. We only want clients to work with us if they believe our service’s value far exceeds the costs.

This transparent process will also help you evaluate the other advisory firms that you may be interviewing.

Financial Plan

One-Page Plan

Let us develop a free one-page plan for you that clearly identifies your way forward.

We are in no rush for you to make this decision to work with us. If you need time, we will encourage you to sleep on it and ask yourself these questions before committing to working with us:

We will follow up within a few days to determine how you would like to proceed.

If you decide that we aren’t a great fit to work together, we won’t take it personally. In fact, we will wish you the best and will even help you find someone that might be a better fit for what you are looking for. We don’t believe in hard-selling or pressuring people to say yes.

Get Organized


Work together to help you get your financial life organized.

Once you have decided to retain our services, we will begin the streamlined onboarding process as a client. Before this process, we will have sent you a detailed explanation of this process and answer any remaining questions or concerns.

While we want and expect our relationship to last a lifetime, there is never any long-term contract or reason you are stuck with us. If you ever want to leave, whether it’s 30 days or 30 years from now, we will wish you the best and part as friends.

Contact Us


Thayer Financial
439 4th Street SW
Hickory, NC 28602

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