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Our Financial Planning Process

Our Nine Step Financial Planning Roadmap Process

Our Nine Step Financial Planning Roadmap Process

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:  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:  Implementation Meeting: Should you want 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 Advice and Monitoring of Investments At the end of the first year if you choose to become an investment management client  we will provide ongoing monitoring through our wealth building and investment management services.