Developing a strategy is the first step to clarify, simplify, and organize your financial life. Through the financial planning process, we’ll determine valuable information about your current status, and develop efficient methods to focus your actions. After conducting a comprehensive analysis, we’ll prepare a plan of action and provide a written financial strategy.
During this comprehensive process we explore details of your financial life. Over 4 interactive meetings we discuss your goals, available resources, and barriers that could hold you back from achieving success. Please review the Financial Lifestyle Checklist below to see the depth of topics we cover during this process.
When your financial plan is complete you will have a road map for helping you achieve your short and long-term goals by maximizing and using your available resources wisely.
90 minute meeting to evaluate your current financial situation and walk you through the interactive process
90 minute meeting where we explore your goals and prioritize your concerns
90 minute meeting to preview your plan and discuss high-level planning recommendations
90 minute meeting to present your final plan and discuss execution of recommendations
Your Initial Financial Plan is an easy-to-read summary of your current net worth, goals, and actionable next steps. Depending on your needs you can receive recommendations on savings targets, debt repayment, retirement planning, insurance needs, estate planning, and tax planning. We also include a detailed analysis of your current investment portfolio reviewing risk tolerance and costs.
The process is more than giving you a thick booklet you will never read, it is preparing you with education and the tools to reach the goals you have set for your family. During this process you will uncover your dreams and goals, define your risk tolerance, and gain a better understanding of what is needed to achieve success. Below are some examples of proprietary and third-party reports we use to explain your personal financial situation.
We created an educational series on the fundamentals of financial planning. You will receive 10 easy to read emails highlighting some of the basics of financial planning and little known secrets about the industry.
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