Our Financial Planning Process
STEP 1
Listen
Our first step is to listen and learn about your goals, values and unique situation. We strive to discover what it means for you to live a fulfilling life. At the end of this meeting, we will give you access to your financial planning portal.
STEP 2
Peer-To-Peer
After listening to you and reviewing the information you provided, we work together as a team of CFP® Professionals to understand your complete financial picture and develop a personalized strategy for you.
STEP 3
Clarify
After our Peer to Peer review, we clarify your goals, values and unique life situation to give you insight on your financial picture, making sure we are on the same page. We then clarify what it’s like to work together with us, including the scope of work and fees, to empower you to make the informed decision of becoming a client.
STEP 4
Educate
Now that you have made the decision to become a client and engaged us as CFP® Professionals, we work together in a series of meetings to review your financial plan by educating and empowering you to make informed financial decisions to pursue your goals and live a fulfilling life.
STEP 5
Implement
After spending time understanding your financial plan, you are now ready to implement your recommendations. Together, we can overcome any challenges you face while putting your plan into practice.
STEP 6
Monitor
Because your life is dynamic and always changing, your financial plan will need to change too. We use your financial planning portal to monitor your progress meeting with you annually, semiannually or quarterly based on your needs. This helps you remain on track and adapt your plan to overcome new challenges as they arise so you can confidently pursue your goals and live a fulfilling life.
