In the first meeting we will focus on what's important to you, as well as our services, role, and philosophies. If we are a good match, we can move forward and the following meetings will allow us to gather information and formulate recommendations for your financial plan. We are here to answer any questions you may have and want you to feel 100% comfortable. If and when you are ready, we will put those recommendations into action.
Step 1. Introduction
Our values are what drive us, bring us fulfillment and result in a life well lived. Our first meeting will allow us to talk about what’s important to you and ensure that our values align.
Step 2. Discovery
In this meeting, we will dive into your questions and talk about the ways in which you might want to improve your financial health. Our conversation will allow us to clarify the scope of work and for me to prepare recommendations.
Step 3. Presentation
At this time we will talk through findings and recommendations. I will answer any questions you have, ensure that the next steps feel like a good fit. Together, we will talk about your timeline and priorities, or decide if adjustments should be made.
Step 4. Action
Action may encompass one or many steps, aligned with your priorities and timeframes. For each step, we will review the details of the recommendations, ensure they are a good fit, and sign necessary documents.
Step 5. Organize
When everything is in place, we will take the additional time to document things in one place, giving you the security and comfort that you, your future caretakers and beneficiaries have information easily accessible at any time.
Step 6. Ongoing Strategy & Review
Going forward, we will meet every year to revisit your goals, update your plan and adjust as needed. I am always available to meet throughout the year in person or by phone.
