A Partner for Life
Well at least your financial life
Introductions
Meeting 1:
This meeting is simply meant to find out if we’re a right fit for each other. We’ll get to know a little more about you and what you’re hoping to accomplish and in turn I’ll let you know a little more about me and how I typically work with my clients.
If we determine that we’re not the right fit for some reason, we can simply refer you to another firm that might be able to help out instead.
Spill your beans
Meeting 2:
(figuratively of course)
This meeting is where we’ll get to know a little more about what makes you tick! We’ll learn a little more about your goals (personally, financially and professionally), review the numbers and make sure we have everything we need to accurately craft your plan.
Deliver your plan
Meeting 3:
This starts with a review of your current state.
Investment allocation
Income & expenses
Savings rate
Tax situation
Net worth
Insurance policies
Goals & priorities
Then we go over our recommendations, action items and game plan to ensure effective implementation going forward.
Holding each other accountable
Meeting 4:
As motivated as we might have been to check off every action item on our list, it's easy to push things off. We are creatures of habit after all… This step was created to give us a proverbial kick in the butt if you will to make sure we don’t fall off track.
Going forward we’ll meet as many times as you need to ensure you feel confident in your plan.
Things change
Meeting 5:
As life goes on, things are bound to change (i.e. you have a child, get married, buy a home, get a new job, etc.). All of which can drastically change your financial plan. This step is less so a step and more so an ongoing plan. We’re here for you as life happens! Email us, call us, book a quick virtual meeting, etc. as these life events happen and we’ll make sure your plan changes with it. You don’t have to face these things alone!