The Process
Six Steps to Help You Identify and Reach Your Goals
INTRODUCTION CALL:This complimentary call allows us to find more about your most important financial objectives as well as whether our financial planning services are an initial match for your needs. Through reviewing our services and defining mutual expectations, this will provide further clarity.
DISCOVERY CALL AND PLANNING AGREEMENTThis follow up call allows us to do a deeper dive into how we would address your financial planning concerns. Also, we will go over our financial planning fees and options in more detail and give you a chance to ask final questions before signing the financial planning agreement. SUMMARIZING YOUR FINANCIAL INFORMATION:We must gather comprehensive financial information in order to gain a wholistic understanding of your financial situation. Each of the pieces of your financial picture is important in how it works in concert with the other parts. REVIEW GATHERED INFORMATIONWe must gather comprehensive financial information in order to gain a wholistic understanding of your financial situation. Each of the pieces of your financial picture is important in how it works in concert with the other parts. DEVELOPMENT & PRESENTATION OF FINANCIAL PLANWe analyze your information and provide a clear financial plan that summarizes your current financial situation, future goals, and a clear roadmap of specific actions that will help you achieve those goals. An equally important part of this process is the education process that gives you the confidence and conviction to implement these actions. IMPLEMENTATION & ONGOING SERVICEWhile many of our recommendations are designed for the DIY, actively engaged client, we are there to actively assist in many areas that require greater support, including tax planning, medicare and health insurance selection, investment management, estate planning, and a range of other areas. We work with you to efficiently divide up the responsibilities, providing a combination of accountability checkups and assistance in the actual implementation of the recommendations. |