Financial Planning Process
Complimentary Initial Consultation
Our initial meeting is used to answer any questions you have and see if we are a good fit.
Written Action Plan
If we decide to move forward, we’ll create a written plan for you. The scope of the plan depends on what you’d like our help with. At this point we may need to gather more information.
We’ll meet again to review the plan and verify we are all on the same page. We’ll fine tune your plan throughout our discussion and create a final plan. This plan will act as a blueprint that clearly defines steps you can take to accomplish your goals. At this point you can choose to implement the plan yourself, or hire us to implement the plan for you.
If you like the idea of following the blueprint yourself, our work here is done. We wish you complete success on your financial journey. Of course, we’ll be here in case you have questions or if you decide you’d like help.