Initial Consult
- Get to know each other
- Discuss planning priorities and goals
- Cover who we are and how we work with clients
- Provide an overview of our process
- Focus on your specific priorities, pain points and confirm financial data
- Address any questions or concerns around the planning process
- Discuss our fee structure associated with ongoing planning
Case Design
Now the fun begins!
This is the part of the planning process where our team develops your financial plan/blueprint based on your goals and financial data. Expect communication from us as we may have additional questions or need supporting documents to build an accurate plan(paystubs, tax returns, investment statements, etc.)
Planning Analysis
- Financial Planning Analysis and Projections
- Goal planning analysis
- Risk Management audit
- Investment Portfolio audit
- Review balance sheet and analyze cash flow
- Discuss observations and recommendations going forward for optimal results and efficiency
Implementation
- Review Recommendations Summary based on gaps, opportunities, blind spots.
- Address any outstanding questions
- Discuss next steps
- Confirm action items and timeline for completion
On-Going Relationship & Advice
Communicate with each other as questions arise or life events occur around...
- Plan recommendations
- Benefits changes/job changes
- Major purchases
- Estate Planning
- Unexpected expenses or life events
- New baby