YOUR JOURNEY - THE PROCESS

Step 1:

Our introductory meeting allows us to get to know each other.  It is important for us to know why you are looking for a financial planner, and how you view your retired life?  Answer the following question:  Why is money important to you?

Step 2:

Focusing on your concerns, goals, and objectives will allow us to understand where you are, where you want to go, and any current obstacles in the way.

Step 3:

We will collect the necessary information while helping you sort through your financial lives. This will allow us to address the most pressing obstacles and opportunities in front of you and create an initial plan.

Step 4:

Analyzing and evaluating your current financial status together allows us to explore the possibilities and strategize a plan to begin your journey.

Step 5:

Developing and presenting financial planning strategies. The goal is to commit to implementing the top 1 or 2 recommendations.

Step 6:

These intentional quarterly meetings will help to stay on track of short-term and long-term goals. This also allows us to continue to tackle obstacles and changes as they arise together and with purpose.