After reviewing our website, call us, and we’ll provide you with a brief description of our services , philosophies, and how we will work with you. If you think it’s a good fit, schedule a complementary meeting!
This is a complementary meeting with you in person or virtual through Skype or Google Hangouts. It’s an opportunity to exchange information about your needs and objectives, to further discuss which of our services are right for you, and to provide you an estimate of the cost of our services.
Here we will start to dig in. We’ll provide you a list of things needed to get going. During this step we’ll work on your most pressing needs first and then start formulating your personal financial plan.
Interactive Goal Setting
This step is all about you. What do you want to accomplish? At this in person or virtual session we will work together to refine your goals and objectives.
Creation of Your Game Plan
At this point we will refine your plan and study various plan scenarios. We will finalize our research and analysis, produce specific recommendations, and develop an action plan for your unique situation.
Presentation of Your Final Plan
Here we will present and review your personal financial plan. The road map created is designed to help you accomplish your goals and objectives.
Implementation & Follow Up*
The most important part! To be proactive we will help implement and coordinate the process with you and other professionals.
Monitoring & Reviewing Your Plan*
No one needs to tell you that life gets busy. We’re here to keep you focused. We will meet with you 1-2 times per year to make any necessary adjustments in order to keep your plan on track.