Our Process 2018-02-05T00:03:12+00:00

Our Process

The Introduction

The First Step is about getting to know you. What are your interests? What's important to you? What are your thoughts about money? What are you looking to get out of a relationship with a Planner? No question is taboo, so take this opportunity to ask us about what you want to know. This is primarily to help everyone get comfortable in conversation with each other and to see if we are the best fit for your needs. It's important to have a nice ebb and flow when we speak because the more open you are with us, the better we can help you get what you want.

Organize and Set Goals

You have statements, possessions, policies, documents and everything else that makes up your financial life. Let's get them all together and figure out where we stand. The better we are at identifying what it is you want along with organizing the time, energy, and resources you have, and will have, to put towards achieving your goals, the easier it will be for the other steps to fall into place. As part of the process, we will set you up with your own Personal Client Website that will have all of your financial information organized into one place to make following through with your plan easy and fun.

Getting Started

Once we have everything, we can create a starting point; a snapshot of where you are now, where you want to go, and what you need to do to accomplish your goals. At this part i the process we will address some initial steps you will need to take to get started, and identify any areas of your life that may need more attention than others. This will help us start the blueprint of what will become your Financial Plan. We say start because to us a "Financial Plan" is not a document, it's an ever-evolving and changing process. It's a story, your story, and we're here to help you write the one you want.

Reviews and Updates

Things happen, our lives don't play out in a perfectly straight line. One of the most important jobs of a Financial Planner is to continue to meet with you in order to review your progress. Are we hitting our targets? Has anything in your life changed that would affect either your goals or your ability to achieve them? There will always be a need to make adjustments and updates to your Plan and that is something we take pride in; we view Financial Planning as a living and growig process and make a promise to help see things through with you to the end.