Financial planning is not a one-time exercise; it’s a continuous process that requires focus, commitment, and communication to succeed. As a financial planning client, you’ll go through several important phases – each one has it’s own focus areas and actions.
We’ll analyze your current finances for the information needed to build the foundation of your plan.
After evaluation, you’ll receive a customized plan that includes observations, recommendations, and alternate scenarios.
Once your custom financial plan is finalized, it’s time to start bringing your goals to life!
To keep your plan current, we’ll discuss your progress and any changes throughout the year.
Step 1: Evaluate
During the evaluation phase, we’ll take a deep dive into your current financial situation and look at everything needed to start your personalized plan. This step requires quite a bit of information and work from you, but the result is well worth it!
Step 2: Plan
Once your foundation has been established, it’s time to start planning! I’ll review all your information and begin formulating a plan. The goal of the plan is to align your current situation with your future goals. In the plan delivery meeting, we’ll discuss observations, recommendations, and any alternate scenarios to help you make the best decisions for your plan,
Step 3: Implement
When the plan has been finalized, everything starts to come together. You’ll be ready to do whatever is needed to achieve your goals and dreams! Together, we’ll work through your actions checklist and make sure everything is optimized and synergized.
Step 4: Adjust
Financial planning is a continuous process; it’s meant to adjust to your life and reflect any changes that happen. To make the most of our partnership, we’ll connect on a regular basis, and you can email me at anytime.