How We Work
Describe – We will explain the financial planning process, more about our Fee-Only commitment, and learn a bit about you.
Questions – Ask them! We are pleased to discuss how we can help you.
Next Step – If we feel our firm can meet your needs, then we will schedule a no obligation, Get Acquainted meeting.
Prepare – To help us serve you, we provide a Confidential Questionnaire for you to bring to our meeting. We also have a one page Fitness Survey that can help up think about other items to discuss.
Discuss – During our ½ hour meeting we will ascertain your goals and financial issues, and we will both decide if we will be the financial team you need.
Service Agreement – As we conclude, you will receive a Service Agreement and fee estimate. If you choose to retain us then we will take your signature and a deposit of ½ the fee estimate or $500, whichever is least.
Documentation – We will identify any documentation necessary to prepare your plan.
Meeting – More than likely, we will have an interim talks or communication via phone or email.
Clarification – Questions will be answered or additional documents requested so we can finalize the analysis of your situation.
Presentation – We will meet and your individualized report will be explained.
Collaboration – Interactive discussions of observations, analysis, and recommendations.
Plan –You will take home your personalized, written plan, and provide remaining payment.
Action – Following the detailed action directives from the presentation, you will implement your plan with agreed upon assistance levels as needed.
Follow-Up – We anticipate you may have additional questions as you proceed; an hour of follow-up is included in your plan.
Options – Similar to managing other aspects of your health, “financial check-ups” are an important part of the process. We recommend annual reviews or as life changes necessitate. Implementation assistance is also available upon request.