Initial Financial Planning Process

FOUR 90-MINUTE MEETINGS

Getting Organized

Our first meeting will review your current financial picture and your approach to financial decision-making. Collaboratively, we’ll work together to get your financial information sorted and in good order.

Together, we’ll discuss your goals and craft a financial statement of purpose. By focusing on your values, we’ll be able to explore what’s possible when it comes to aligning your money with your priorities. Let’s unlock your possibilities.

You’re organized. We’ve roleplayed various scenarios of your financial life to establish what’s really important to you. It’s time to create a plan and brainstorm strategies to help push you forward. Let’s figure out how to optimize your taxes, efficiently invest your savings, and protect you against risk.

We’ll map out an actionable plan for you to prioritize our recommendations. As an ongoing financial planning client, you can always access our calendar for implementation assistance. We continue the ongoing process based on the service calendar below to anticipate changes and provide proactive guidance.

There’s a plan! Then what? While our ongoing planning process is built to keep you on track, your finances and goals, as well as the economic environment, will never be stagnant. As your trusted partner, we help you build upon your financial foundations through all of life’s twists and turns. Furthermore, we build an easy-to-use financial calendar with reminders + recommendations to eliminate the mental drain finances tend to hold.

• Review key financial metrics

• Goal progress and cash flow analysis

• Intentional spending + savings plan

• Organize documents and information for tax preparation

• Create an annual action plan

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