Our firm has a unique starting process we use to uncover your most important goals, analyze your investments and insurance needs, review your retirement and offer the most appropriate strategies for your Financial Plan.
We practice Four Principles:
Benefits of a Financial Plan:
STEP 1: Discovery/Mutual Commitment Meeting: We’ll talk about your goals and uncover what money means to you. We’ll discuss the fee for services. You’ll decide if you are ready to move forward.
STEP 2: The Financial Roadmap Meeting: We’ll present the beginning evaluation of goals. We will review what we discussed in the initial Discovery Meeting and determine if there is a good understanding.
STEP 3: The Gathering of Financial Information: You will establish your personal financial website to gather financial information.
STEP 4: Cash Flow/Debt Reduction/Budget Management Meeting
Step 5: Insurance Review Meeting
STEP 6: Investment and Employer Retirement Plan Review Meeting
STEP 7: Financial Plan Presentation Meeting: At this meeting we’ll present the final Financial Plan within 120-180 days of the Discovery/Commitment meeting. We will include your goals, our recommendations and advice.
STEP 8: Implementation Meeting: Should you desire to continue working with us, we can implement our recommendations at this meeting. You are under no obligation to further your business with us.
STEP 9: Ongoing Expertise/Monitoring of Investments: Ongoing Expertise/Monitoring of Investments: If assets are invested under our Wealth Management Platform we will provide ongoing monitoring through our wealth building and investment management services.