Our 4 Step Process
Step 1. Initial Call. We start with a 30-minute complimentary call so we can learn more about what is really important to you. If it appears we are a good fit to work together, we go to Step 2. If not, we are happy to refer you to another professional.
Step 2. Discovery Meeting. We delve a little deeper so we have a clear and shared understanding of exactly what you would like to accomplish. We have reviewed your financial documents in advance of this meeting so we can spend the time really focused on you and your goals. This meeting is also complimentary. At the end of this meeting, we will quote you the exact cost for your personal financial plan. Of course, you are under no obligation to say yes to anything if you don't feel we can get you in a better place financially.
Step 3. Draft Meeting. In this meeting we review a draft of your current financial picture. We confirm all of your numbers and assumptions, and discuss scenarios to incorporate into your finalized plan.
Step 4. Final Presentation Meeting. Your finalized plan is presented along with an action plan and recommendations. The plan brings you all the way up to the point of implementation. Does our work together end here?
Not at all. If you choose to continue working together, once your personal financial plan is complete, we then work together on the implementation of your plan.
Namely, getting everything done that is important to you.
Your personal financial plan is your blueprint. Our ongoing work together is the building of your ideal financial life.
If you see value in having someone in your life to help you stay on track financially to meet your goals and help you avoid any pitfalls or irrevocable decisions, then our ongoing services provide the guidance and advice you will need.