Whether you already have a financial plan and would like us to review it, or want to start your plan, we can help. It all begins with learning about you. Our job is to find out as much as possible about you, your family, and what you are looking to accomplish with your plan.
There are three phases to the planning process:
The first is to learn about what we do. In order to do that, you can either contact us to schedule an initial meeting where will share with you how we work and what we do to assist our clients, or you can contact us to attend one of our “pizza and planning” educational workshops where we work with 4 or 5 individuals or couples at a two-hour educational workshop to discuss the planning issues nearly everyone faces, and how our process works.
The second step to planning is to meet with you individually to learn more about your goals and financial desires, about your family and where you stand now financially. This data gathering interview is an important step to determine if our working together would be a good fit for both of us. We expect to have you as clients for life if we do, so it is important that we are on the same page.
The third step is where we review our recommendations and take the initial steps to starting your plan or making changes to the one you may already have.
Once you have a plan in place, ongoing reviews will make sure you are on the path to achieving your objectives.
