When you decide to become a client, we take you through a 3-step planning process: discovery, recommendations, and implementation. During the discovery phase, we’re going to ask a lot of questions, and you’ll need to provide us with a number of documents; we’ll send you a list. Once we are confident we have complete, accurate information, we begin our work. We take all of our discussions about what is important about money to you, what your goals are, and the snapshot of where you are today to build an actionable roadmap to get you where you want to go. We’ll sit down with you and share what that looks like on our advanced financial planning software, and you have the opportunity to make adjustments live until you feel comfortable. Then we implement the strategy you’ve decided upon.
A well-designed financial plan needs the ability to adapt and make adjustments that coincide with the changes life throws our way. We will consistently monitor your plan and make changes when needed to ensure that your goals and objectives are still on track.