Financial Planning
The Financial Planning Process – Financial Planning is a relationship not a one-time document.
Our Process – Financial Planning
All good financial plans are a working document that can account for risk and be adjusted to keep you on track.
Our Process is as follows:
Initial Consultation
During our first meeting we will spend a little time getting to know each other, identify your personal goals and timeline, and provide more details about your situation.
Data Meeting
We will collect all pertinent data to start building your financial plan, including income, liabilities, and assets. We will review returns and get to know your circumstances more thoroughly.
1st Review Meeting
We will cover your initial plan, adjust as needed. Including but not limited to an insurance assessment, estate planning, and proactive tax review.
2nd Review Meeting
We will go over all of your investments and make investment selections as well as allocation recommendations for accounts that are held away.
The Implementation Meeting
We open accounts to be held at Charles Schwab and initiate our first action items.
First Quarterly Review
This meeting is usually 6 to 12 weeks after implementation. We access our progress thus far, and make any adjustments as needed.
Recurring Quarterly and Semi – Annual Reviews
As always, we also would love to meet with any clients on request!