Most people don't plan to fail, they fail to plan.
What to expect from your financial planning process:
1. Get Organized & Share Your Story
After you have signed on as a client, we will schedule your initial meeting. All meetings can be in person or by video conference, and each meeting is between 60-90 minutes. During the first meeting we will:
- Discuss your history and current situation (family, job, values, etc)
- Hear your current financial concerns
- Organize your financial pieces (reviewing statements, linking accounts, etc)
- After you have signed on as a client, we will schedule your initial meeting. All meetings can be in person or by video conference, and each meeting is between 60-90 minutes. During the first meeting we will: Discuss your history and current situation (family, job, values, etc) Hear your current financial concerns Organize your financial pieces (reviewing statements, linking accounts, etc) Gather info on your full financial picture
2. Explore Possibilities and Review Foundation
Follow-up meeting to:
- Review your current financial situation
- Develop your personal risk profile
- Look at insurance and protection
- Prioritize goals and analyze feasibility
- Run possible scenarios to meet your goals in software
3. Brainstorm Strategies and Evaluate Approaches
The third meeting covers:
- Model and evaluate various approaches to achieve goals
- Design critical path steps
- Review investment accounts for diversification, tax implications and ability to meet future goals.
4. Show Recommendations and Prioritize Implementation
In our final meeting:
- Present final recommendations
- Prioritize specific approaches and detailed action items
- Provide personal financial guide with action steps
- Once the plan has been implemented, we can review options for ongoing support