Introduction
This is an opportunity for us to get to understand your priorities and vision for your future. We'll share the financial planning process and the scope of our analysis. We'll use this time to determine if there's a basis for us to work together.
Discovery
This is where we start digging beyond the surface. We'll ask you questions about your preferences to best suit our approach to your needs. We'll also put your goals into a timeframe and a dollar amount.
Analysis
Sit back and let us do the work! We'll utilize all the tools at our disposal and write your own personalized financial plan.
Plan Presentation
We'll present your personalized financial plan to you and go over both it and the recommendations. We'll also answer any questions you may have.
Review
After seeing the initial presentation, the Review section consists of two meetings to further refine the plan and its implementation at your pace. We want you to have a full grasp over your plan and confidence in the direction you're going.
Ongoing Planning
After the first 90 days, we'll begin to meet quarterly throughout the first year and then semi-annually after that. These meetings allow us to connect and discuss the progress you're making towards reaching your goals.
