Not everybody has the same financial goals, priorities, or values. So we start by gathering a full understanding of your whole financial picture. We then are able to create an initial comprehensive plan that illustrates your current financial position, taking into account your goals and vision for your life. We then work together to implement your action steps while always continuously adjusting your financial plan to the changes in your life. With an ongoing financial planning relationship, you’ll never need to worry about extra fees when new financial questions emerge.
Step 1 -
Discuss what is important to you. Your personal values, goals, needs, and desires.
Identify your opportunities and weaknesses
Review options and determine how we will work together
Step 2 -
Collect all relevant financial information.
Set up your personal financial website and grant you access
Dig deeper into your financial goals
After this, we build the basic structure of the financial plan
Step 3 -
Review the plan and begin implementation
Review the financial plan together and make adjustments
Finalize savings and planning strategies
Discuss begin action plan item implementation
Step 4 -
Step 4 is an ongoing process
Confirm plan action items
Monitor and report on your investments
Review and track progress on your plan and goals
Adjust plan as your situation changes
What options will we cover in our meeting