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.
Discovery Meeting
During this meeting, we will 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.
3.
Strategy Meeting
It’s our job to combine vigilance, patience, and perspective in order to maximize the opportunities that meet your needs. During this meeting, our team will go over the data you shared with us earlier and clarify any necessary items. If there is additional information that is necessary, our team will work alongside you to gather it.
4.
Recommendations 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 our team 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 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.