The Process
In short, my process is designed for us to get you en route from point A to point B together with the confidence and peace of mind that you deserve.
This process is designed for those that are interested in an ongoing relationship. Currently, I do offer a more limited engagement that is a limited version of the below steps.
Step One
Introductory Meeting
A meeting to answer the question, “Does it make sense to work together?”
The goal of this call is for me to get to know you, your financial situation, and what exactly you’re looking for.
You’ll get to hear more about my process and ask any remaining questions you may have for me.
If there isn’t a mutual fit, or if I’m not the best advisor for you, then I’ll refer you to some financial planners in my network that may be a better fit
Step Two
Discovery and Collaboration
During this meeting you’ll get to share about your goals, values, priorities, vision, and more.
We’ll begin reviewing the data that you’ve uploaded and gather any additional data that’s needed.
Step Three
Plan & Analysis Delivery
During this meeting you’ll get to see your current financial state and a snapshot of your financial landscape.
We’ll also review recommendations, action steps, and any additional items to note.
You should leave this meeting confident in the steps you need to take to advance your personal finances.
Step Four
Implementation and Accountability
The step that’s the difference maker.
Information and recommendations are meaningless unless put into action. The best financial plan is moot without progress.
During this step, we’ll get to work together side-by-side to put the recommendations into action.
Recommendations are also able to be updated during this step as life changes.
Once this step is completed you’ll then route directly into Step 5 which is Ongoing Financial Planning.
Step Five
Ongoing Financial Planning
Life changes fast, whether it’s due to something we can control or not.
Ongoing Financial Planning is the process to make sure you get to your destination by refining and updating your financial plan. As your life, circumstances, goals, or vision change then we can update the plan accordingly.
Ready to move forward?
Schedule your introductory call below.
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