Introductory Call
This call is complimentary and is designed for us to learn more about each other. We will talk about your family and goals and discuss specifics about your expectations and determine if we are a good fit to work together.
Sign Financial Planning Agreement
We review the financial planning agreement, detailing what areas will be covered, and the compensation arrangement. The letter is signed by all parties along with the first half of the planning fee.
Data Collection and Organization
In order to complete the financial plan, it is essential to compile all of your relevant financial information. Your financial information is collected and organized through a confidential online dashboard. A document summarizing your current situation will be prepared prior to moving to the next step.
Data Review, Assumptions and Scenarios
We will review the document summarizing your current situation and mutually define the financial planning assumptions to be used. We will also determine scenarios to be included in the comprehensive financial plan.
Analysis and Plan Development
Your comprehensive financial plan is formulated using the information we have compiled, the assumptions we have agreed upon and the scenarios that fit your unique circumstances.
Presentation of the Financial Plan
Your comprehensive financial plan is presented. The plan will include your current financial situation, likely outcomes based on recommended actions using the assumptions and scenarios we jointly set, and will include recommendations for all major topics areas relevant to your situation. The second half of the planning fee is paid upon the delivery of your financial plan.
Implementation and Follow Up
After presentation of the plan, you will be responsible for implementing any or all of the recommendations in the plan. We will be available to answer any questions you have as you go through the implementation process for a period up to three months from the signing of the original financial planning agreement. After completing the three month planning process, you may opt to have annual updates to your comprehensive financial plan for $3,375 per year.
Introductory Call
This call is complimentary and is designed for us to learn more about each other. We will talk about your family and goals and discuss specifics about your expectations and determine if we are a good fit to work together.
