Discovery Meeting
We will concentrate on determining your goals and needs by taking a holistic approach. Whether it’s building your wealth, determining your vision for retirement, or putting a solid Estate Plan in place, we will make sure we have a firm understanding of what you would like to accomplish.
Data Gathering
We will take a “Deep Dive” into your current situation so we can understand where you presently stand in relation to accomplishing your financial goals. We will determine what stage you are at in your Financial Life Cycle.
Solutions Meeting
Once we understand the full financial and motivating aspects of your life, we will create a personalized wealth plan. This plan will act as a roadmap to guide you through your financial decision making. It will include recommendations that will be tied to each of your goals. This comprehensive plan will include scenarios showing how each decision could affect your financial life.
Implementation
This next step is where the plan is executed. Once you approve all aspects of your plan, we will open accounts, purchase investments, meet with your attorney and/or accountant, and take any other steps needed to put your plan in place.
60-Day Check-In and Ongoing Support
We will meet with you sixty days after executing your plan to review your progress. After that we will meet at least annually to perform a review. Your goals may change, unexpected life-events happen (good and bad), when they do, we’ll sit down with you to measure the impact it has had on your finances.