Our approach to financial planning is designed to offer you a comprehensive and tailored experience. Over the course of five meetings, we will dive deep into your financial landscape, each step building on the last to create a plan that aligns with your unique needs and goals.
STEP 1: FIT MEETING
STEP 1: FIT MEETING
In this initial meeting, we not only discuss what we can offer you, but also assess whether we’re the right fit for your financial needs. It's a chance to get organized and set the stage for a successful partnership.
STEP 2: DISCOVERY MEETING
STEP 2: DISCOVERY MEETING
We go beyond the surface to understand your financial situation and aspirations. This step involves a thorough analysis to inform the planning process.
STEP 3: DRAFT PLAN MEETING
STEP 3: DRAFT PLAN MEETING
Based on our discoveries, we refine the initial draft of your financial plan, ensuring it aligns with your objectives.
STEP 4: FINAL PLAN MEETING (OPTIONAL)
STEP 4: FINAL PLAN MEETING (OPTIONAL)
This optional meeting serves as a final opportunity to review and finalize your customized financial plan. After this meeting, or in its absence, you can choose to implement your plan with us or elsewhere.
STEP 5: HOUSEKEEPING MEETING
STEP 5: HOUSEKEEPING MEETING
The final step, after implementation, is a housekeeping meeting to ensure all elements of your plan are in place and functioning as intended.
