“So how does this work…?”
Great question, our process is pretty straightforward:
1. Let’s Talk
First and most important, let’s talk about why you’re interested in speaking with a Financial Planner. This can be as formal or informal as you like, in person, over the phone or virtually. In our experience the more comfortable you are the easier it will be for you to open up and let us know what’s most important to you.
2. The Details
If everything makes sense and we are a good fit for each other then the next step is going into more detail regarding what you’re trying to accomplish and collecting all the necessary information to figure out where you are currently in your progress towards your goals.
3. The Blueprint
Now that we have all the details of where you are and where you want to go, we create and design a plan to get you there.
4. Rinse & Repeat
Now we execute the plan and continue to review and evaluate our progress as we go until the goal is reached.
The reality is that the 4th step is the true beginning to our Client/Planner relationship. A Financial Plan isn’t a document, it’s a process, an experience; and when you hire our office rest assure you have a partner who will be with you the entire way.
