LEARN ABOUT OUR PROCESS
WHAT CAN I EXPECT AS A NEW CLIENT?
Financial planning, simply put, is a series of small decisions
made over a long period of time.
We break our practice into five areas:
- Risk Management
- Liquidity
- Financial Independence
- College Planning
- Charitable giving and Estate Planning
Learn about our Process
Intro Call
This call is our first formal interaction and is designed to answer three key questions: Am I the right advisor for you? Can I add value to your current situation? Is the feeling to work together mutual? If the answer to all three questions is yes, let's get to work!
Get organized meeting (0-2 weeks from initial contact)
Whether it be in person or via video chat, this meeting helps us get a better idea of where we are today. Let's put everything on the table - every statement, financial document, discuss goals and aspirations. This gives us a starting point for our relationship. Now we can determine some short term milestones, our long term goals, and how to make this a successful partnership.
Plan in process (1-4 weeks from initial contact)
As our team is working to complete your financial plan, this is a check-in meeting. We will confirm all information we have is accurate and discuss how different strategies and scenarios can impact your milestones and long term goals.
Deliver final plan
Once the plan is complete, we will meet to review - making sure we are in agreement of how we should move forward. We will discuss how everyone involved in this process plays a different role and move forward to bringing those roles to life with implementation.
Implementation review
One of the biggest factors with personal finance is ensuring that our actions align with our values, a little accountability doesn't hurt. Roughly a month after our financial plan delivery, we will reconnect to make sure we have made progress in implementing the items we discussed.
Continue monitoring our progress
We understand that financial planning is dynamic, just like our lives. This financial provides us a great foundation to build upon and we will meet yearly to make sure we stay the course.
