Step 1: Introductory Conversation
30 Minutes to 1 Hour
Beginning the planning process can be intimidating. We use a no-obligation introductory meeting to be able to break the ice and get to know one another, learn about your primary concerns, explain who we are and how we work with clients, and provide an overview of our planning process. If we can be of service and provide value to you, we’ll move forward with the next step. If there’s not a fit or we can’t provide value to your situation, we part as friendly acquaintances.
Step 2: Review Information
1 to 2 Hours
Every family's financial situation is unique. That's why it's so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams, and objectives, and the things that really matter to you. This is the basis for the first meeting with anyone we sit down with.
Step 3: Analyze & Prioritize
1 to 2 Hours
As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, and which should be adjusted and scaled down.
Step 4: Develop Plan & Solutions
Average of 3 to 5 Weeks
Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.
Step 5: Coordinate with Advisors
As Needed
We regularly coordinate insurance and financial activities for clients with the other members of their team of financial, tax, and legal advisors. We can do the same for you.
Step 6: Implement
30 Minutes to 1 Hour
We'll implement your strategy, and work closely with you and your other third party professionals to ensure its success. We'll monitor progress and provide ongoing service as your needs and situation change over time.
Step 7: Monitor & Review
Throughout the Next 12 Months
This is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your strategy on track with your changing needs.
