Step 1:

First, we schedule an appointment with you for a “discovery” meeting. During this meeting we get to know you as both an individual and an investor. We will review your current financial situation, your financial goals, and your concerns and expectations. This meeting generally lasts an hour, and at the conclusion we will quote you a price for your plan and ask you for an initial deposit if you wish to proceed.

Step 2:

After our discovery meeting we will email you a personalized link to input your data into our planning software at your leisure. When you’ve completed this step, you will click a link to alert us and we will review the data to make sure it’s complete. The timing of this step depends on how quickly and thoroughly you input your data.

Step 3: As soon as we have all the information and data that we need, we begin creating your financial plan. We may contact you with additional questions or to clarify some items. Assuming the data is in good order and there aren’t many questions, this process is typically completed within a week.

Step 4:

Once we’ve finalized our recommendations, we schedule a follow-up appointment with you. During this meeting we review the plan and our recommendations and answer any questions that you may have. We present the plan using our software projected on a large TV so that we can demonstrate in real-time the effects of changing certain variables of the plan. You are then given a paper copy of your plan as well as access to our planning software so that you can also make changes to different variables to see how your plan may be affected. This meeting generally lasts from one to two hours, and at the conclusion we will ask you for the balance of your quote.

Step 5:

It is recommended that you review your financial plan with us once every two to three years or whenever any major changes occur in your life (such as birth, death, job changes, retirement, marriage or divorce). These reviews are important to make sure that you are still on track to reach your goals!