A detailed planning process helps to establish financial confidence. Once we get to know you we can begin to develop a dynamic plan that will help to meet your immediate needs and goals while adjusting for changes in your life down the road. We are in it together for the long haul.
So what are the steps?
1) Introductory Meeting
This is the first part of establishing a fruitful partnership. In this phase we will identify your goals, priorities, preferences, as well as potential obstacles. Along with this, we will mutually establish expectations and determine whether an ongoing partnership is in everyone’s interests.
2) Fact Finding Meeting
Based on our introductory meeting, we now want to take a deeper dive into your situation. Our goal is to completely understand all of your financial moving parts. This will be the first step along that path. The more open this phase is, the more detailed our recommendations will be.
3) Recommendation Meeting
With an understanding of your financial situation, we can now make initial recommendations. We can deliver a roadmap that will lead you towards your financial goals. We will specifically address the areas that are of greatest importance to you: retirement investing, risk management, insurance, estate planning, and detail the steps needed to conquer each obstacle.
4) Progress Report Meetings
Communication is paramount in a successful relationship. We want to have regular updates on what is happening in your life. We know you want regular updates on your financial plan, investment performance and an understanding of what is happening in the world economy. We call these Progress Report Meetings.
The first year clients begin working with us, it is common to hold quarterly progress report meetings or as often as the need arises. After that, we find that most clients are comfortable with semi-annual meetings.
