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. In this phase we will identify your goals, priorities, preferences, as well as potential obstacles. Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.

 

2) Exploration Phase

Based on our introductory meeting, we now want to take a deeper dive into your situation. During this session we can begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. The more open this phase is, the more detailed our plan can be.

 

3) Detailed Planning

Now it is time to set you up with a 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 savings, early investment options, risk management, insurance, first time home ownership, estate planning, and detail the steps needed to conquer each obstacle.

 

4) Ongoing Aid and Advice

Your priorities and goals will inevitably shift through time which is why we are here to proactively prepare your plan. We embrace change. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you.

 

2-Year Sample Client Service Calendar*

Year 1

Year 1

January - June

July - December

Balance Sheet Update

Balance Sheet Update

Credit Score Check

Cash Flow Analysis

Create a Financial Plan

Goal Progress Check

Retirement Review

Estate Plan Review

Tax Return Review

Open Enrollment

Investment Review**

Investment Review

Additional  (specify)

Additional  (specify)

 

 

Year 2

Year 2

January - June

July - December

Balance Sheet Update

Balance Sheet Update

Credit Score Update

Cash Flow Analysis

Annual Update Financial Plan

Goal Progress Check

Retirement Review

Insurance Review

Tax Return Review

Open Enrollment

Investment Review

Investment Review

Additional  (specify)

Additional  (specify)

 

 

*A "Get Organized" meeting is done in the first year. At this meeting, we will enter your financial information for the initial financial plan.

**Conduct Vanguard's Risk Tolerance Asset Allocation Survey:               

https://personal.vanguard.com/us/FundsInvQuestionnaire