Initial Financial Planning Process

We recognize that financial planning is a process, not a product.

Our initial planning process together is a journey of self-discovery. The ultimate goal: to help you clarify what is most important for you to experience in life while you have the health and vitality to achieve it. And to Embrace the Possibility that together we can help harness your time, energy and resources to realize a meaningful life.

Financial Planning is a process designed to help you know what you don’t know.

The journey begins with a complimentary consultation, a 60 minute session in which we explore your goals and concerns to determine how we can be of assistance. During this time, we will define the fees involved based on the scope of our work together.

Next we would collaborate on an Initial Planning Process which may include the following meetings as necessary:

  • Data Gathering & Goal Assumptions Meeting
  • Goal Status & Preliminary Strategy Meeting
  • Portfolio Strategy & Implementation Meeting(s)
  • Protection + Estate Strategy & Implementation Meeting(s)
  • Plan Deliver & Final Implementation Meeting
  • Monthly Investment Statement Orientation Meeting (Optional)
  • 6-Month Progress Review Meeting

This process is designed around your individual needs. Based on your preferences and the complexity of your case, some meetings may be conducted in-person, via phone or via Go To Meeting. While it requires only a few months to complete the Initial Planning Process, the above services remain available to you for the first 12 months of our relationship.

If you have any questions or would like to schedule a complimentary consultation, send us an email or give us a call at 707-566- 9713.

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