Planning Process
Partnering In Your Values & Goals
At the heart of how we deliver value to our clients in our planning process. This gives us an opportunity to engage our clients and potential clients to discover their values, goals, and financial needs and then together create a plan of action to achieve them.
We use a comprehensive approach and spend a lot of time discussing the motivations and reasoning behind your goals and needs to make sure your goals are aligned with your values.
Also, it is an on-going process and experience. Life is dynamic and changes constantly, your planning and advice needs to evolve with you showing the options and opportunities you have in front of you, not limiting you to one path with one outcome.
Initial Engagement Meetings
Initial Meeting - Discovery & Understanding
Understand Personal & Financial Circumstances / Identifying and Selecting Goals
The main focus of this time together is understanding you. We want to discover as much as we can about your personal and financial life as well as identify goals and needs. This is also a time for you to get a feel for us and how we do things.
Between Meeting - Analysis & Research
Understand Personal & Financial Circumstances / Identifying and Selecting Goals
The main focus of this time together is understanding you. We want to discover as much as we can about your personal and financial life as well as identify goals and needs. This is also a time for you to get a feel for us and how we do things.
Follow-Up Appointment - Presentation & Implementation
Understand Personal & Financial Circumstances / Identifying and Selecting Goals
The main focus of this time together is understanding you. We want to discover as much as we can about your personal and financial life as well as identify goals and needs. This is also a time for you to get a feel for us and how we do things.