What You Can Expect:
Our 7 Step Process
Step 1: Initial Inquiry
Schedule a call and let us know how we can help.
Listen. Help you decide whether it makes sense to schedule a Get Acquainted meeting. At any point, you may choose not to move forward, and it’s ok to let us know. The search for a financial planner is personal, and it is important to find the right fit.
Step 2: Free “Get Acquainted” Meeting
Before you come, fill out a Confidential Questionnaire. This free tool can be a great way to get organized and take charge of your financial information. Don’t let the detail be a barrier to getting started, but the more you know, the better we can help you prioritize.
Listen. Answer your questions. We work with you to identify your goals and financial plan design challenges. We provide a fee quote, identify needed information, discuss timeframe.
Step 3: Data Gathering & Prototyping
Continue to get organized and take charge of your financial information. Send requested documents to us via secure online portal or mail (not email).
Analyze how your current course may meet your objectives and prototype ideas to get you even closer.
Step 4: Feedback Meeting
Test ideas out with you. This is often a phone call or virtual meeting. We’re looking for feedback to rule out solutions that won’t work for you and listening for what resonates and seems possible.
Give us as much feedback as possible.
Step 5: Redesign
Based on your feedback, we refine your plan, flesh out details, and develop an Action Plan.
You may get some initial action items at this point. We encourage you to get started on these so you have as much time to ask questions as possible.
Step 6: Presentation of Your Financial Plan
Guide you to the information you need to make decisions and take action.
Ask questions. Challenge us to empower you. Let us know what isn’t clear.
Step 7: On-Going Services
Many of our clients are able to carry out plans on their own, so implementation is excluded from initial projects. Some clients choose to schedule additional time at our hourly rate to get this done.
Financial planning is an ongoing process, not a one-time event. Test your plan out in the real world. See what works and what doesn’t. Proper implementation, monitoring, and professional updates are crucial to reaching your financial goals. We are not monitoring your plan, but you may contact us at any time with questions or engage us for updates.