Financial planning done correctly takes a logical process of discovery, analysis, and design. We dedicate the time to understand you. Our most important rule is that you thoroughly understand the plan for your future too.
Meeting 1: Discovery
Today is all about getting to know each other. We want to learn about your goals, including the “crazy ideas”, and what you believe could stand in your way. By the end of our hour today, we will know what our expectations for one another should we elect to proceed forward.
Meeting 2: Analysis
Our second meeting is about educating you as to where you sit financially today and whether you are currently on track to reach your desired destination. We will also identify areas of concern and items that could be improved to better safeguard you against unforeseen financial land mines.
Meeting 3: The blueprint
Today we show you how to make sure your financial arrow hits the bullseye. We show you how to minimize the impact of taxes, plan for inflation and interest rate changes, mitigate risk, and the appropriate blend of investments for your individual goals.
Meeting 4: implementation
Today may be the most important day, as no plan achieves its objectives if it is not put into motion. While today is filled with the necessary minutia of paperwork, it is also a time where all details are reviewed again to ensure you are completely comfortable with each decision you are making about your future.