Our Financial Planning Process
Our approach to financial planning is consistent, purposeful, and continuous. We’ll begin with an initial meeting where we’ll get to know each other and get organized. Next, we’ll analyze your financial situation and build your financial plan. Then, with your assistance, we’ll put the recommendations in place. Finally, we’ll keep your financial plan on track with regular ongoing meetings.
Collaboration sessions: Understand, get organized, analyze, & plan
INTRODUCTION
We'll get to know each other.
PROPOSAL AND AGREEMENT
We'll discuss and agree on services and fees.
GET ORGANIZED
We'll collect your statements and info as needed.
STRATEGY CALL
After we review your documents, we’ll be in touch with questions.
ANALYSIS
We’ll develop your financial plan.
PRESENTATION
We’ll present our findings and recommendations.
Implementation
We’ll help you put your chosen recommendations into place.*
Ongoing review & advice
We’ll work together on an ongoing basis to track your progress.
*Implementation of your written recommendations will be done separately from the Financial Planning Services and Financial Consulting Services. You’ll determine if, when, and how to implement recommendations.
Ready to get started?
You tell us how you’d like to move forward. We’ll help you kick-start your plan.