Creating your plan should be exciting. Together, we’ll work step-by-step.
Step 1: Getting to Know You (your family & business too). We start by talking about your current and future financial goals, dreams, and concerns. This could be anything. The sky’s the limit and remember you are unique. During our conversation, your values will be identified (known), which allows us to understand how and why you make the decisions you make.
Step 2: Identify Your Puzzle Pieces. We’ll review, identify, and select the goals you have in order of most importance to you. If there is a piece that doesn’t make sense, we’ll discuss if it makes sense to keep it where it currently is.
Step 3: See Where You Stand. We look at your current situation. Are you on track? Are there gaps or areas to improve? This is like looking at the map before a big road trip.
Step 4: Build Your Personal Plan. Now we make your custom plan! It’s a strategy that helps you reach your goals, step by step, like a GPS for your financial journey.
Step 5: Talk It Through. We walk through your plan together. Keep in mind this is your journey. Ask questions, make changes, and feel good about what’s ahead. It’s your plan. There will be twists and turns.
Step 6: Put the Plan in Motion. We help you take action. Whether it’s setting up accounts, adjusting investments, or updating insurance, we’re with you every step of the way.
Step 7: Check In and Adjust. Life changes and your plan should too. We meet regularly to review your progress and make updates as needed. It’s all about staying on track.
Ready to start your journey? Let’s take the first step together!