Our Financial Planning Process
How We Will Work Together
No matter what service you choose, our thorough process always begins by getting to know you. We hope to learn what your passions, goals, and hopes are in life. We hope to help you create a plan that encompasses all of this to best suit your unique situation.
Step 1: Initial Inquiry
Contact us requesting a 15 minutes inquiry call or directly schedule a get-acquainted meeting. We will ask you to spend some time to fill out and submit our confidential questionnaire at least 24 hours before our meeting. Your responses will be critical for the efficiency of the entire process.
Step 2: Informational Meeting/Goal Setting
During this first 45 to 60 minutes meeting, we will discuss define your specific Financial Goals & Priorities and what services we offer that can be of use to you. This is a complimentary introductory meeting with no fees and no obligations. If we mutually decide that we are a good fit to work together, we will discuss compensation, the time frame, and the next steps in the process.
Step 3: Client Service Agreement
We will submit for your review and signature the document describing our agreement for the tailored services and pricing for your unique situation.
Step 4: Creating a Foundation: The onboarding process
If needed, we will request additional information, or even schedule another meeting to verify data and goals. We will review all to get a clear understanding of your current financial circumstances and identify areas of concern and opportunity.
Step 5: Plan Creation
At this point, we will analyze how your goals fit into your financial situation. We will look at your options and opportunities to create a final plan that includes our observations, and an action plan that defines specific steps for you to align financially with your aspirations.
Step 6: Plan Presentation
We will sit down together and review our observations and specific recommendations. You will have time to ask any clarifying questions that you may have in implementing your financial plan.
Step 7: Financial Checkups
If you choose to engage in an ongoing relationship with us, we will periodically review your progress, discuss changes that are occurring in your life, and make adjustments to your plan. We are here to talk through any questions or concerns that you may have throughout the period that we work together.