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Our six-step process is simple and designed for results!
- No-cost “Get Acquainted” Meeting: We work together to develop a list of your financial planning concerns and objectives. This is an opportunity for us to exchange information about your needs and objectives, and further discuss which of our services are right for you.
- Financial Assessment: We gather the financial information we need to understand your current financial situation. We begin development of your customized financial plan.
- Detailed Report: We analyze the data and develop a detailed financial report. The report includes our analysis of your current situation, our specific recommendations and a plan of action for timely implementation.
- Presentation Meetings: We present our findings and recommendations to you during interactive, hands-on meetings. Generally, we hold an interim meeting to discuss our initial thoughts and a final meeting with specific recommendations. At this point, you will hold a personalized blueprint, custom designed to meet your financial goals.
- Plan of Action: You implement our recommendations towards a brighter financial future. We’ll help you any time you need us, whether it be a brief telephone conversation or a follow-up meeting.
- Annual Check-up: We know that life changes, so we encourage an annual meeting to make sure you maintain your financial wellness. Clients often schedule the annual check-up meeting in conjunction with the preparation of their personal income tax returns.
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