Our Process

Intro Call – Approximately 20-30 minutes

Topics of Discussion:

• Learn about you and your story
• Discuss your planning needs and concerns
• Clarify who we are and how we help our clients
• Describe our process
• Email confidential questionnaire

Initial Consultation – Approximately 60 to 90 minutes

Phone call or virtual meeting

Topics of Discussion:

• Review your completed confidential questionnaire
• Examine your goals
• Categorize your needs and wants
• Address any questions or concerns pertaining to the planning process
• Discuss the costs associated with entering into a formal financial planning agreement

Plan/Design – Approximately 2-4 weeks

Now my team and I go to work! With a combination of our expertise, innovative technology, and resources, we design a plan that will fit your needs and guide you to your goals. We will remain in communication throughout this stage to provide updates and collect any additional information that is needed.

Strategy Session – Approximately 60 to 90 minutes

In Person or Virtual Meeting

Topics of Discussion:

• Review your current financial situation versus where you would like to be based off you needs and goals
• Analyze your cash flow and balance sheet
• Present our observations and recommendations
• Discuss your action items and dates of completion

Implement Strategy – Approximately 20 to 30 minutes

Phone call or virtual meeting

Topics of Discussion:

• Answer any questions that arose from our strategy meeting
• Explain the plan delivery process
• Discuss next steps

On-going Review

We know a lot can change in a year, so we feel it is imperative to stay in contact and discuss any questions or changes that arise.

Phone call or virtual meeting
Topics of Discussion:

• Job or income change
• Major purchases or unexpected expenses
• Employee Benefits
• Investment accounts
• Estate Planning