Our Process for a

New financial planning client

We believe that everyone should have access to a qualified independent financial advisor and the education that we can provide. Your first meeting is free, so bring your financial questions with you! If we aren’t a good fit to work together, we will point you in the right direction. 

Our Process for a

New financial planning client

We believe that everyone should have access to a qualified independent financial advisor and the education that we can provide. Your first meeting is free, so bring your financial questions with you! If we aren’t a good fit to work together, we will point you in the right direction. 

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Step 1

30 minute consultation

  • We assess your current financial situation and walk you through the financial planning process.
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Step 2
One Page Financial Plan Meeting

  • We confirm the scope of the plan, talk more in depth about your financial goals and discuss high level recommendations. We will also collect any information while helping you sort through your financial lives and get organized
    View sample financial plan
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Step 3
Recommendations Meeting:

  • We review the summary of your current goals, your net worth, as well as current and projected cash flow. Then we discuss the recommendations that we have customized for your emergency fund, bank & credit cards, savings targets, debt reduction, investment & retirement planning, insurance, estate planning, and tax planning. Once we have an agreed upon path we start implementing your action plan to work towards your goals.
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Step 4

 Set Up Ongoing Financial Planning Schedule

  • Now that you’re on target, we want to make sure that you stay that way! To do that we monitor your progress and make adjustments as needed, or when opportunities present themselves. During our next meetings we will discuss; saving money on your taxes, college funding, employee benefits and how best to take advantage of them, as well as your investment plan including the location, asset allocation & investment strategy. Click here for sample schedule
^
Step 1

30 minute consultation

  • We assess your current financial situation and walk you through the financial planning process.

^
Step 2

One Page Financial Plan Meeting

  • We confirm the scope of the plan, talk more in depth about your financial goals and discuss high level recommendations. We will also collect any information while helping you sort through your financial lives and get organized

^
Step 3

Recommendations Meeting:

  • We review the summary of your current goals, your net worth, as well as current and projected cash flow. Then we discuss the recommendations that we have customized for your emergency fund, bank & credit cards, savings targets, debt reduction, investment & retirement planning, insurance, estate planning, and tax planning. Once we have an agreed upon path we start implementing your action plan to work towards your goals.

^
Step 4

Set Up Ongoing Financial Planning Schedule

  • Now that you’re on target, we want to make sure that you stay that way! To do that we monitor your progress and make adjustments as needed, or when opportunities present themselves. During our next meetings we will discuss; saving money on your taxes, college funding, 
    employee benefits and how best to take advantage of them, as well as your investment plan including the location, asset allocation & investment strategy. Click here for sample schedule

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