Our Process For Creating Your Financial Roadmap
Our Comprehensive Financial Planning services follow this process, designed to be completed in 12 weeks:
-
Introductory Meeting & Agreement
30 Minutes
-
Discovery Meeting
60-90 Minutes
-
Get Organized Meeting
90 Minutes
-
Explore Possibilities
60 Minutes
-
Plan Delivery Meeting
60 Minutes
-
Ongoing Planning or Annual Review
Quarterly or Annually
Introductory Meeting
30 minutes
This is a complimentary meeting where we introduce ourselves, and find out if our services are a match for the help you’re looking for.
If we’re a fit, then together we’ll determine the scope of the work we’ll do, and agree upon the price.
We email a client agreement to be signed electronically, and any initial deposits are paid.
Agreement
Discovery Meeting
60 - 90 minutes
We discover more about who you are and what you would like your money to do for you. We talk about you, your concerns, goals, and life’s vision. We create an initial list of short and long term goals and objectives.
Get Organized Meeting
90 minutes
We collect the information we need, and can help you sort through your financial information if you’d like some help getting organized.
Data Analysis and Evaluation
Time Varies
Behind the Scenes we analyze and evaluate all of the personal and financial data we have collected. We create a financial model of where you are today, and of where you would like to be, and determine possible ways to get from here to there.
Explore Possibilities Meeting
60 minutes
We meet to discuss our findings. We present options, and you share your thoughts and feelings on the different financial strategies that could be used to meet your goals.
Data Analysis and Evaluation
Time Varies
We take your input, and work behind the scenes again to create your plan.
Plan Delivery Meeting
60 minutes
We present and deliver your financial plan. Additionally, we include a detailed list of the actions that need to be taken, and when, in order to implement the recommendations found in your plan. You’ll know exactly what to do and when.
Ongoing Financial Planning
For clients who have chosen our Ongoing Financial Planning service, we’ll meet on a quarterly basis to ensure that the initial financial planning recommendations are being implemented. Once all of the recommendations have been implemented, we monitor your plan, and create an annual service calendar tailored to meet your financial planning needs throughout the year.
For clients who have chosen our One-Time Comprehensive Planning Services, we highly recommend an annual update. Things change over time, so in this meeting we’ll review all of the changes that might impact your financial plan and adjust it accordingly. We’ll provide you with an updated version of your plan, and a detailed list of action items for you to implement to keep your finances on track.
Annual Update
After we deliver your Comprehensive Financial Plan, we are available on an “As Needed” Hourly basis throughout the year. We are here to help, and no commitment is necessary, but as your life changes, or you have questions, it’s good to check in so that together we can make adjustments and keep you financially on track.
“As Needed” Hourly Planning
