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 that will 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 gather information regarding your current financial situation and start the process of helping you define your goals, priorities, risk tolerance, time horizon and liquidity needs as well as potential obstacles. The more open this phase is, the more detailed your plan can be.
2) Plan Meeting
Next, it is time to deliver your plan. Based on the prior discussions, we can deliver an easy to follow roadmap that will lead you towards your financial goals. We will specifically address the areas that are of greatest importance to you: retirement age, retirement income, risk management, insurance, education planning, estate planning, etc. and detail the steps needed to conquer each obstacle. Along with this, we will mutually establish expectations and discuss whether an ongoing partnership is the right fit.
3) Ongoing Planning and Advice
Your priorities and goals will inevitably shift through time which is why we are here to proactively review and update your plan. We embrace change. As your life circumstances facilitate a different approach to your goals we will be a constant presence to ensure that your plan transitions along with you.
