Our Process is Simple:
A strong planning process is the best way to create a more financially secure lifestyle. It is crucial to create a financial plan that controls emotion-based decisions and that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. Our goal is to assist you to build a solid financial foundation that will stand the test of time and that will grow and build long term wealth for you. Below is our process:
Step One: We recommend you schedule a free 30 minute consultation via call or virtual meeting. This helps to determine if we are a good fit for each other and create a plan to move forward.
Step Two: We will send you tools to allow you to see all of your financial accounts in one place as we schedule our next virtual meeting/call to get to know you and begin our on-boarding process.
Step Three: You will begin to receive weekly updates of your financial status (net worth, investment balances/gains, cash flow etc) as we begin analyzing potential areas where we can add value to your debt repayment/savings plan. These plans are short, mid, and long term focused and exist to show you where you are now and where you are on track to be in the future. Your completed comprehensive financial plan will be between 10-25 pages.
Step Four: We keep in touch with you regularly and will also schedule four review meetings per year to evaluate how you are trending towards your goals, check to see if there has been any major life changes/events that could lead to roadblocks to your financial planning path and to update your plan/recommendations as needed.
Contact us today to find out more about the financial planning process and learn how a sound financial plan can help you achieve your goals and improve your life.