Our Financial Planning Process:

The Dream-Decision Framework

Planning for your financial future can be stressful. We can help! The steps below detail our tried ‘n true framework that will accommodate any needs, wants, and wishes you may have now or down the road.

Our Financial Planning Process:

The Dream-Decision Framework

Planning for your financial future can be stressful. We can help! The steps below detail our tried ‘n true framework that will accommodate any needs, wants, and wishes you may have now or down the road.

1.

Dream Meeting

We expect to have a long, productive relationship with you, so it’s important that our personalities, style and investment philosophies are a good fit for each other. During this initial meeting, we take the time to learn more about you while we explain our way of doing business, responsibilities, and expectations.

2.

Disclosure Meeting

This meeting is 2 hours long, during which we explore your goals, fears, and concerns about money and your future. We take clear notes about the dangers you perceive, as well as the opportunities and strengths you have in order to create a plan that is tailored to meet your needs.

Business owner in meeting Rademacher

3.

Discovery Meeting

It’s our job to combine vigilance, patience, and perspective in order to maximize the opportunities that meet your needs. During this meeting, Phill will go over the data you shared with us earlier and clarify any necessary items. If there is additional information that is necessary, Phill will work alongside you to gather it. 

4.

Decision Meeting

We thoroughly explain the recommendations and strategy we have designed to help connect you with your dreams. Of course, sometimes there are more meetings that are needed in order to dial in your goals and desires. You are under no obligation or pressure to pursue the recommendations that Phill has presented you with. Should you have additional needs, our team will work with you to find a solution to them.

What’s Next?

After everything has been established, we go to work on your behalf, communicate on your terms, and strive to simplify the process. We will make sure that the necessary investment accounts and/or financial planning objectives are being completed in a timely matter. Our Client Services Team works diligently with you to navigate through the myriad of forms that may be headed your way; depending on the recommendations you choose to pursue.

Looking out into the future, we set up semi-annual or annual meetings that allow us to review your financial plan, answer any questions you might have, and evaluate your progress. We understand that questions or concerns naturally arise outside of these meetings!

When those items pop up, our team is there to help – whether it’s via e-mail, phone, or even a quick in-person chat. You’ll never receive a robot voice, promise!

We believe your financial advisor should care as much about your dreams as you do.  The key to living your dreams is being empowered to make educated financial decisions.

What Do We Do?

We assist our clients in discovering and defining their dreams.

We help them discover the possibilities through our planning process.

We educate and empower them to make helpful financial decisions.

We assist our clients in discovering and defining their dreams.
We help them discover the possibilities through our planning process.
We educate and empower them to make great decisions.