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 meeting is the first part of establishing a fruitful partnership. We will gather as much detailed information as possible to determine how and where your current assets are located. The objective of this meeting is to mutually establish what your expectations are for us and whether or not an ongoing partnership is the right fit.
2) Exploration Phase
Exploration Phase. During this session we will begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. We will review extensive reports, performances, and costs of your current holding in detail. At the conclusion of this meeting, a decision will be made if you'd like us to assist in improving your financial situation.
3) Initial Planning
We will begin to process the opening of your new accounts, and funding them with the areas that need improving. We will show you how to access your new accounts, run reports, answer any questions you may have, and take care of any additional business required to complete the transaction. Based on the prior discussions, we can deliver an easy to follow road map that will lead you towards your financial goals.
4) Detailed Planning
Subsequently, we will begin a normal 90-120 day appointment cycle. Since we have only addressed properly allocating your assets at this point, we will also begin incorporating strategies for income distribution and addressing your tax situation. Each situation is unique, and we will make arrangements for more or less frequent meetings based on those circumstances.
5) Ongoing Review
Your priorities and goals will inevitably shift through time, which is why we are here to proactively prepare your plan and embrace the change. We will keep your pillars in the highest working order, regardless of unexpected life changes. 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.