Personalized Financial Planning

Goal Setting & Data Gathering Meeting: During this meeting, we want to hear about the things that are important to you and that you wish to achieve both personally and financially. We also want to hear about the things that keep you up at night. Then, assuming you are well positioned financially and ready to engage, we will send you our formal engagement for signature and begin the process of creating your financial plan.

Data Confirmation Call: We will provide a detailed checklist of information to securely upload that will help us to begin analyzing your financial plan. Next, we collect your documents, create an inventory, and review your information to ensure no stones are left unturned. Then, through a follow-up phone call, we will ask new questions based on our review to ensure we understand the what and the why of your past financial decisions.

Review of Findings Call: After analyzing your information and outlining our recommendations, we want to confirm we are on the same page and help set our agenda for the strategy meeting. At this stage, we will give you a high-level overview of the analysis to use your time most efficiently during the strategy meeting.

Strategy Meeting: During this meeting, we will start by reviewing the financial plan reports on topics such as net worth, cash flow, taxes, protection planning, college planning, retirement planning, and estate planning. By the end of the meeting, we will assign action steps for you and for us to start putting your plan into action. Because of the amount of information being reviewed, this meeting is often divided into two separate sessions.

Status Check-In Meeting: Since the strategy meeting can easily create dozens of action steps for you and us, it’s helpful to regroup six to eight weeks after the strategy meeting. During this meeting, we will gather updates from our last meeting, list out any unfinished items, and provide you with a brief tutorial of our online client portal.

Progress Meeting: At least annually, we will collect updated information from you to chart the progress you have made. In addition, we will review your goals, make updates, incorporate external changes (e.g., tax laws, investment markets), and make recommendations to help you stay on track for what is most important to you.