Unveiling Our Process

We will schedule you for a 60-minute data gathering and goal-setting session with your CFP® Wealth Guide. Typical things we will ask for include:

• Your short, medium, and long term money goals.
• Account Statements
• Most recent tax returns
• Estate planning documents (such as a Will, Power of Attorney, and Trust documentation)
• Driver’s license or other government ID.
• W-2 and 1099 Wage and Tax Statements
• Account Statements
• Insurance or Annuity Policy Information
• Employment Information
• Employer Benefit Information.
• And More

Once we have all the info that we need from you, our team will review everything, prepare our follow-up questions, and develop your initial financial plan.

After our review phase, we’ll reach out to schedule your second meeting of the execution phase to present our initial model of your financial plan. In this meeting we’ll introduce you to our financial planning software, show you the plan that we have created based on the information you’ve given us, show you how you currently stand financially, and talk through possible strategies/recommendations we would make to help you achieve your wealth goals.

After our meeting and after you’ve had sufficient time to consider our recommendations, if you give us the go we will proceed forward on all agreed-upon action items for you and us. We’ll take the lead on holding us both accountable over the following weeks as we implement and monitor the agreed-upon courses of action.

As needed we’ll schedule a follow-up meeting within a reasonable period. If no follow-up meeting is needed we will reach out anyway before 2 months goes by to check in with you on how our recommendations have been working for you and to make sure we are staying up to date on any new recommendations that may need to be made.

From here we’ll continue to proactively reach out every 6 months to offer to schedule a meeting but you’re always welcome to schedule sooner if need be. In addition, you will always have access to call, text, or email your advisor anytime you want to talk.

This is just the beginning of our service offering! We make a point to continue to be available and ready to help you with your financial decisions. We encourage clients to rely upon our guidance after their initial financial plan creation.

The most important part of the plan is the execution and we strive to continually support you as we monitor and implement the recommended courses of action. In addition, life happens and things change! That is why it’s essential to have a financial guide that knows you but is ready to be dynamic and help you shift your money strategies as your goals and interests inevitably change.