Step 1:  Get Organized

During our first meeting, we simply focus on getting ORGANIZED.  This means turning your PILES of documents into FILES.

It’s really easy – just bring the documents you have for the items you want to include in your planning.  Not sure what to bring?  Don’t worry we’ll provide a suggested checklist when you schedule your appointment.  We’ll help sort through it all.

This is when we also begin to explore your concerns, hopes, and dreams.  We refer to these as your GOALS - the keys to your financial planning.

There is no cost for this meeting.  Should you decide to continue the process, costs (if any) will be clearly defined before moving forward.

Step 2:  Plan Design

After getting ORGANIZED and identifying your GOALS, your financial professional will begin the process of designing your plan.  Depending on the client, this takes from 1 to 2 weeks.

Good News!  During this time, you get to kick back and relax.  When your plan is ready to discuss, we’ll call you to setup a time to review.

Step 3:  Review Your Plan

During our second meeting, we review the assumptions, and discuss ways to get from Where You Are to Where You Want To Be.

No plan is perfect the first time.  This meeting will focus on evaluating the “Trade Offs” of different plan options.  Rather than present boring charts, graphs, numbers – we utilize an interactive “WHAT IF” WORKSHEET to help evaluate your many options. 

This process allows you to take ownership of YOUR PLAN!

Step 4:  Implement Your Plan

You have a plan, and you’re really excited!  Now what?

It’s time to put your plan in action.

Whether you plan to implement the recommendations on your own, or you want us to do it for you, our goal is to provide clear & concise strategies to help put your plan into action.

Step 5:  Regular Reviews

Are you still on track?  Do you need to make adjustments due to changes in your life – new job, additions to the family, new home, etc.?

The process does not end with plan implementation – similar to your health, regular check-ups are important.  With regular reviews, your financial professional can make sure you stay on track to help you realize your GOALS.

 

Ready To Get Started?  If so, a call or email to setup a meeting is all it takes…  We think you’ll be glad you did!

 

CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification. - See more at: http://www.cfp.net/about-cfp-board/about-cfp-board#sthash.K2VOzn5M.dpuf
CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification - See more at: http://www.cfp.net/about-cfp-board/about-cfp-board#sthash.K2VOzn5M.dpuf