THE PLANNING PROCESS

Starts Here

A quick look at the 'getting started' process of financial planning

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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

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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

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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

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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

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Start Your Process