A detailed planning process is the best way to establish financial security. Once we get to know you we can begin to develop a dynamic plan to meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul.
So what are the steps?
1) Introductory Meeting
This is the first part of establishing a fruitful partnership, so be prepared! In this phase we will identify your goals, priorities, preferences, as well as potential obstacles. Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.
2) Exploration Phase
Based on our introductory meeting, we now want to take a deeper dive into your situation. During this session we can begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. The more open this phase is, the more detailed our plan can be.
3) Detailed Planning
Now it is time to set you up with a plan. Based on the prior discussions, we can deliver an easy to follow roadmap leading you towards your financial goals. We will specifically address the areas of greatest importance to you: retirement savings, investment options, risk management, insurance, home ownership, estate planning, and detail the steps needed to conquer each obstacle.
4) Ongoing Oversight and Advice
Your priorities and goals inevitably shift through time which is why we are here to update your plan. We embrace change. As your life circumstances require a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure your plan transitions along with you.
