Building your financial roadmap with purpose and clarity.
How It Works
Introductory Connection
Before diving into the planning process, we start with a complimentary consultation to ensure we're the right fit for each other. During this meeting we’ll:
Get to know each other and discuss your financial vision
Review our service approach and philosophy
Explore how we might work together
Answer any questions you have about the partnership
We sign a Client Agreement and our partnership begins with three focused meetings to build your personalized financial foundation typically within three months:
Meeting 1: Starting Your Journey
Understanding your financial goals and priorities
Identifying key areas for planning focus
Setting expectations and timeline
Meeting 2: Organizing Your Numbers
Setting up custom technology platform for you
Account linking and financial data gathering
Review of current financial position
Review of your financial and non-financial goals
Meeting 3: Your Financial Roadmap
Comprehensive plan presentation
Action item review
Implementation timeline
Initial Planning Phase
Our Quarterly Rhythm
Winter (Q1): Annual Planning Summit
Annual goal setting and review
Portfolio rebalancing
Tax Planning & Optimization
Estate Planning Check-in
Summer (Q3): Personal Growth
Review progress on personal and lifestyle goals
Discuss work-life balance and wellness objectives
Align financial strategies with personal aspirations
Spring (Q2): Financial Fitness
Money management & savings
Investment portfolio analysis
Insurance strategy review
Fall (Q4): Year-End Strategy
Tax planning check-in
Retirement strategy review
Investment portfolio analysis
Following year preparation
This is a general outline, everyone's financial situation is unique and will require a more customized outline specific to their personal circumstances.
