Identify your goals and what they mean to you and your family
Take in inventory of your current assets and how they line up with your goals
Take your "blood pressure" on risk and volatility
Preview what it will take to accomplish your goals
Summarize how we can help you and how the process works
At the end of the first meeting we will learn enough about each other to know if there is a good fit for us to work together
Decide on next step
2. Strategy Meeting
Thoroughly go through the details of your custom financial plan and discuss what it will take to accomplish each of your goals.
We look at everything that is important to you: retirement, college funding, buying a new home, etc. All of your goals will be discussed in detail and solutions will be provided for each concern.
Education on the impact of taxes on the growth of different investments. The type of account your investments are in matters. Strategies to grow your assets tax efficiently is a top concern.
Make recommendations for each type of investment that helps you accomplish your goals.
Set up all the accounts and implement the financial plan
3. Ongoing Regular Strategy Review Meetings
Strategy review meetings are an important part of your financial success, as they continue to reinforce our, and your, commitment to accomplishing your goals.
Ongoing education on your financial plan, your investments, and your tax strategies is a regular part of our review meetings. The more informed you are, the better investor you will be.
Review meetings are every six months. If you have a major life event (new home, new job, new baby, etc.) in between review meetings we simply meet again.
In each review meeting we update your financial plan with current values and time horizons. We examine if you are on track or not and make any necessary adjustments.
1. Discovery Meeting
1. Discovery Meeting
2. Strategy Meeting
2. Strategy Meeting
3. Ongoing Regular Strategy Review Meetings
3. Ongoing Regular Strategy Review Meetings