Achieve your goals with smart financial planning
When should you consider creating or updating your financial plan?
There’s never a bad time to create a plan. But, when life brings disruption, we can help you navigate new and critical financial decisions that lead to success in your next phase.
Death of a Loved One
Starting a Family
Selling a Business
How we help you plan successfully
Our initial meeting allows us to get to know one another and determine which strategies will best support your goals. It is also an opportunity for you to ask questions and determine whether you think we will work well together.
Once you choose to become a client we will schedule a 60 minute Discovery Meeting. This meeting will help us sort through your financial life and dive more deeply into what money means for you. The intent of this meeting is to set overarching goals that guide your financial plan.
In Step 3, we gather relevant documents via a secure, online shared storage. After our discovery meeting, based on our conversation, we will provide a checklist of what to provide.
Now it’s our turn! We will complete all of the data entry, analysis and research, creating a financial plan specific to you, your goals and your strategies. Note, if we are investing assets we will be working on account opening and migrating assets during this time as well, so we can implement your investment strategy.
Depending on the complexity of your plan, Step 5 may be a single meeting or a draft meeting followed by a final recommendations meeting. We’ll schedule a 1-2 hour session to review your financial plan and specific recommendations including a concise action items list.
Life is not stagnant, and we know your financial planning strategies will change. Whether you’re an ongoing Investment Management client or a Financial Planning client, we will have a plan in place for keeping your Financial Plan up to date throughout your life!