Our Financial Planning Process
1. Discovery Meeting
- Introductory discussion sharing your personal and financial circumstances
- Identify and select what specifically you want your money to help you pursue
- Discuss and agree to the scope of engagement
- Fee estimate
2. Analyze Your Situation
- Outline your short and long term objectives
- Link financial accounts to software for analysis
- Evaluate your income and expenses
- Conduct investment risk assessment
- Collect fee
3. Present Recommendations
- Discuss recommendations and how they may increase your probability of successfully achieving what is important to you
- Review documentation and thought process behind the advice and each recommendation
- Educate to help you make informed decisions with money
4. Implementation
- Review recommendations and answer any questions
- Help you put the plan into action
Contact Us to Schedule a Complimentary Financial Planning Consultation