Planning Process

1 Initial "FIT" meeting

• Discover your "Why"
• Identify priorities and goals
• Cost estimate

2 Client Website Setup

• Create your Wealth Portal
• Organize all financial accounts
• Upload financial documents - Click here for Client Document Checklist
• Review spending and cash flow

3 Clarify Goals and Analyze Resources

• Review risk tolerance
• Review plan assumptions
• Capture short/long term goals and priorities

4 Financial Plan Presentation

• Provide recommendations based on our analysis of your financial picture
• Financial strategy education and individualized solutions

5 Implementation

• Account(s) setup
• Cover any blind-spots
• Collaboration with third party professionals (CPA, Estate Attorney, etc.)

6 Ongoing Services

• Annual financial plan updates and maintenance
• Proactive financial review of changes in your life and business
• Thinking partner as needed