It Starts with You.
Our process begins with getting to know you and understanding your financial goals. Tell us what you desire to achieve, and we will partner with you to develop a comprehensive plan catered to your needs. As your life changes, we will adjust your plan to align with your new path.
We believe a detailed planning process is one of the most effective ways to grow wealth and help create financial security. An effective plan can help you know what you may need to do to be ready to retire, how to sustain retirement, become debt free, pay for college and to address things such as disability, critical illnesses or other unexpected situations that may impact pre-retirement, or post-retirement, life.
So, what are the steps?
1. Introductory Meeting
In our first meeting, we will identify your goals, priorities, preferences, and any obstacles you may have. We will give a quick introduction to the 10-step process we use when working on financial plans with our clients. It is also important for us to understand what your expectations are for us so we understand how to build a positive partnership of working together.
2. Exploration & Preliminary Planning
After our first meeting, we will take a deeper dive into your situation by going into more detail on our 10-step process. We will have an in-depth conversation to understand your overall financial situation. The more open and transparent this phase is, the more it allows us to build a plan catered to you.
3. Detailed Planning
Once there is a foundation, we can deliver a roadmap we will work from towards your financial goals. Your plan will address areas most important to you, outline steps needed to address potential obstacles and show us any potential blind spots. This will also show how your plan will be impacted by your current assets, performance, risk tolerance, the role of social security (and various strategies that may be available), pensions, retirement age, college funding, hobbies, and more.
4. Ongoing Support & Advice
Life is constantly changing, and your goals will, too. When new priorities lead you towards different approaches to wealth management and savings, we will be here to adapt your plan so it transitions along with you.
Contact us today to learn more about having a custom financial plan built for you!
