Financial Planning Process
Optimize your financial future
The future’s coming; let’s plan for it
Our Financial Planning and Optimization Process
Developing a road map for your future
Confused by the complexities of financial planning? Our process will provide clarity and simplify these sometimes overwhelming subjects. Together we’ll work over the course of 3 to 4 weeks to create a set of actionable, impactful recommendations that take into account expected and unexpected life changes. Financial planning decreases the impact of uncertainty on your future. Engage this service as part of Comprehensive Wealth Management or as a stand-alone service.
Get Started
How financial planning optimization works
Step 1
First-Time Call
We’ll maximize our time together by addressing what is most important to you. We’ll:
- Explain what to look for in an advisor.
- Ask lots of questions about what you’d like to get out of our work together.
- Determine whether we’re a good fit for each other and discuss next steps.
Step 2
Discovery Meeting
In this no-fee, no-obligation meeting, we’ll:
- Get a clear picture of where you are today.
- Make some educated guesses about where you want to go.
- Discuss filling that gap with a plan.
Step 3
Recommendations Review
We’ll spend 2-3 weeks creating your customized plan, then we’ll meet to:
- Review our analysis and recommendations.
- Collaborate to finetune recommendations.
- Build an implementation timeline.
- Hit the ground running. You’ll decide the next steps: you take it from here or we provide full-service implementation support.