Comprehensive Financial Planning
Comprehensive Financial Planning- Our Process
We believe in providing true financial planning, always acting in your best interest to help you pursue your goals. When you contact our office, we follow a structured process to address you make an informed and educated decision about working with us. Here’s how it works:
Initial Contact
When you first reach out, our wealth management team will schedule a 15-minute introductory phone call. This is an opportunity for us to get to know you and your situation, and for you to learn about our approach. If we both feel it’s a good fit, we’ll schedule a first meeting and request necessary documentation.
First Meeting
Our first meeting, whether in-person or virtual, is all about you. We want to understand your goals, values, and what you want to pursue in life. With the context of the documentation you provide, we’ll start sketching out ideas to better positioned your wealth journey and begin painting the picture of your financial plan.
Financial Plan Development
After our first meeting, we will review, analyze, and formulate a proposed financial plan. This plan will consider all aspects of your family’s financial situation, including investments, insurance, estate planning, taxes, and your values.
Second Meeting
At our second meeting, we’ll review the goals we discussed and present the financial plan we’ve prepared. We’ll discuss how this plan aligns with your values and answer any questions you may have. We’ll also review the options for working together, such as a one-time planning fee or ongoing management. If we all agree it’s a good fit, you will be invited to join our client family.
Third Meeting
During our third meeting, we’ll address any questions that have come up and review any adjustments to the proposed plan. We’ll discuss any recommended next steps, such as meetings with attorneys or accountants. We’ll also take care of the necessary paperwork to formalize our partnership.
Ongoing Engagement
Life is constantly changing, and staying on track with your plan is crucial. If you choose an ongoing engagement, our team will regularly monitor your portfolio and make adjustments as needed. We’ll meet periodically to review and strategize, ensuring your financial plan remains aligned with your evolving goals and values.