Our Financial Planning Process

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First, we meet to talk about your desired financial needs, goals, and dreams. We then determine if our services and values are a fit for each other, and present a proposal for your financial plan.

If we agree to work together, we then sign all applicable agreements, and begin the process of collecting the data needed for a detailed financial plan. We will go over questionnaires and review your important financial documents together, such as bank and investment statements, tax returns, insurance policies, benefits booklets, legal documents, and more. 

Once the data has been collected, we have a series of meetings together to discuss the six key areas of your financial plan together. We then proceed to take everything and compile it together in a written financial plan. 

After the written plan is completed, we review it together to see what your financial path looks like, along with our recommendations to help you along the way. We may recommend you approach other trusted professionals to implement those recommendations, such as portfolio managers, accountants, and lawyers. 

A financial plan is only as good as your dedication to it. We may have periodic review meetings together to see how you have been progressing, celebrate your successes, and help you with further areas of improvement. Changes and adjustments are made to the plan, as necessary.