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.