Financial Consulting Process

As your financial coordinator, our goal is to understand your financial circumstances and create a customized planning strategy for you to achieve the specific desired objectives and goals in your life. We will work closely with you and keep you informed and in control of your financial situation. By carefully allocating your assets, monitoring your progress, and avoiding risk pitfalls, and through regular communication, our aim is to ensure you fully understand your financial plan

Introductory Meeting 

We’ll review the obstacles and uncertainties in your financial situation and introduce our six step planning process. In this meeting we will define our working relationship and the service we offer.

Discovery Session

At this meeting we’ll work with you to determine goals and gather data as it relates to your specific financial situation. Here we will define your goals and objectives in written form. This meeting can often coincide with your introductory meeting.

Implementation Meeting

Once we clearly understand your financial goals and have evaluated the necessary data, we can develop a customized financial plan with recommendations. Here we will carefully review the details of your plan to make sure of its accuracy. We will then decide on an appropriate course of action and determine which recommendations to implement.

Action Item Follow Up

After we’ve established your plan and implemented a course of action, it is necessary to be in close communication for the next 30 to 60 days. During this period, we will be available to answer any of your questions. We will also be communicating via email and phone to tie up any loose ends as it relates to your plan.

Consistent Review

Depending upon the level of service you choose, we have a consistent review process that will suit your needs. You will also receive regular emails and a comprehensive annual review every year around your birthday