What to Expect
Our process is embedded in transparency, education and empowerment.
While each client is unique, below is a glimpse of the general flow.
-
Cash flow/ budgeting
-
Net worth Review
-
Align goals
-
Emergency Funding
Onboarding Meeting 2: Cashflow / Debt
(60 minutes)
-
Delivery of One Page Financial Plan
-
Review any documents and/or prior information
-
Set expectations on client/advisor engagement
-
Set expectations for the next 12 months on modules
-
Payment and Subscription Implementation
Initial Assessment
Meeting 2: Presentation
(60 minutes)
-
We will discuss your goals and concerns to see if we're the right fit.
-
What you're looking for in a financial planner and how we can work together
Consultation
Meet 'n Greet!
(30 minutes)
​
-
1040 Tax Review
-
Tax Report Planning
-
Trust & Living Will
-
Guardianship (if applicable)
-
Power of Attorney
Onboarding Meeting 5 & 6:
Tax and/or Estate Planning
(60 minutes)
-
Investment Experience
-
Managed Account Review
-
Review current insurance policies
-
Coverage analysis
Onboarding Meeting 3 & 4:
Investment and/or Insurance
(60 minutes)
-
College Savings
-
Home Purchase
-
Equity Compensation
-
Financial Independence Projections
Meeting 7: Other Topics, If Applicable
(TBD)
-
Deliver recommendation for an ongoing plan
-
Set up accounts (if needed)
-
Address 401k/retirement account contributions
-
Next steps based on need
Onboarding Meeting 1: Implementation
(60 minutes)
-
Client Agreement Form Completion
-
Deeper dive on current financial/ life situation
-
Address immediate concerns
-
Discuss short/long term goals
-
Determine engagement
Initial Assessment
Meeting 1: Let's Get Organized!
(60 minutes)