THE PLANNING PROCESS
Starts Here
A quick look at the 'getting started' process of financial planning
1
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Worry-free Intro Meeting
This call is imperative for me to understand YOU and if we are a good fit. You will have a great understanding of what I do and how I can achieve your goals.
2
Data Gathering
After deciding to move forward, we will have a 60-90 minute phone call diving deeper, accumulating documents, and filling in your plan’s custom information.
3
Plan Delivery
In this meeting, I will deliver your custom plan and all recommendations that will most likely achieve your goals and your vision.
4
Implementation
We will start to implement all recommendations and organize your financial life according to your plan (ongoing support included in service)
Rinse & Repeat
Once implementation is complete, we begin our annual service & progress updates
