Understand our client's life to date journey. Determine aspirational goals. Chart achievement course. Measure Progress. Re-test periodically. Adjust as needed. Enjoy accomplishment.
So what are the steps?
1) Introductory Meeting
This is the first part of establishing a fruitful partnership, so be prepared! In this phase we will identify your goals, priorities, preferences, as well as potential obstacles (a financial physical of sorts –but fun). 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 will begin to chart the path forward During this session we engage in a more comprehensive discussion about your personal and financial goals as well as the tools, resources, and strategy we will use to reach the apex. The more open this phase is, the more detailed our plan can be.
3) Implementation and Onboarding
We begin the journey together, customizing how we will communicate with each other and how we deliver the transparency you deserve. it’s important that our roadmap is easy to follow and you always know where you are on the path – how far we have come and how much of the hike is in front of us. We will specifically address the areas that are of greatest importance to you: retirement savings, early investment options, risk management, insurance, first or second home ownership, estate planning, and detail the steps needed to conquer each leg of the hike.
4) Ongoing Aid and Advice
Any plan has revisions and changes. In our experience, people’s financial plans are no different. There are unexpected surprises, changes in priorities, and changes in the economic landscape. Its important we are always proactively evaluating and from time to time adjusting the trail map. We embrace change and complexity. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant partner to ensure that your plan transitions along with you.