Financial Life Planning Process
We get acquainted at this introductory meeting. You share about your needs, concerns and aspirations. We explain our process and services. We all determine fit and outline next steps.
In your first meeting as a client, we clarify your true values and priorities in life. Our objective is to create a picture of where you are today, how you got here, and your current level of financial and life satisfaction.
The magic starts to happen by this second meeting. We guide you in creating a vision of your ideal life—then help you clarify and prioritize your personal and financial goals to achieve this vision.
We summarize all of our insights and knowledge about your values, priorities, concerns, transitions and objectives. Together, we review a variety of financial planning scenarios that support your life vision and goals.
In this final meeting, we present you with your tailored financial plan that aligns with your values and priorities. As part of our wealth management service, we do all the heavy lifting to make sure your plan is executed to support