If you are looking for an on-going relationship built not only on trust, but also on accountability, then our process will be right in line with your expectations. We will speak with you regularly to make sure the financial plan will be able to achieve your goals. Below is a summary of our initial planning process:
Step 1: Discovery Meeting
During this complimentary meeting, we will discuss what prompted you to reach out to us and if we would be a good fit working together. (30 mins)
Step 2: Get Organized Meeting
After you have signed on as a client, we will review all the documents that you have uploaded to our secure financial planning portal, and help fill in any information that we will need in creating your plan. (1-1.5 hours)
Step 3: Financial Vision Meeting
This meeting is all about the goals you want to achieve. Whether it’s retirement, education planning, or debt repayment, we will discuss it all during this meeting. (1 hour)
Step 4: Plan Review Meeting
We will present your financial plan by walking through it step by step. We will also provide plenty of time for you to ask questions or request changes. (1-1.5 hours)
Continued Support
The initial financial plan we deliver to you in Step 4 will not be final. As your life changes, so will your financial plan. Perhaps you decide to change some of your goals or want to retire earlier (or later) than originally anticipated. We will always be there as an accountability partner and make sure your plan is on track. We will continue to meet every 6 months to make changes or updates to your plan and you can always schedule a call or meeting with us throughout the year.