Financial Planning Process

Initial Consultation

  • Get to know each other
  • Outline the planning process
  • Suggest best fit package

Software Introduction

  • Introduce financial planning portal
  • Organize documents
  • Answer follow up questions

Onboarding Meeting

  • Review financial details
  • Discuss goals and expectations
  • Plan our course

Plan Creation

  • 3-5 virtual meetings
  • Conducted over 3 months
  • Ongoing collaboration

Plan Presentation

  • Review plan
  • Make final changes
  • Plot action items

Retainer Services (optional)

  • Ongoing plan impementation
  • Accountability partnership
  • Continuing financial planning
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