Our Process - Focus….Clarity….Confidence…Accountability

Financial Focus and Discovery Meeting (first meeting)

Using the Wealth Assessment and the CFA (Critical Factors Analysis), we will identify your financial obstacles and strengths as you see them. This meeting provides the basis for our clients’ focus, clarity and confidence as it relates to their wealth.

Financial Clarity and Benchmark Meeting (second in person meeting – two weeks after all data has been received.)

Using the CFA, Wealth Assessment, and data gathered we provide a comprehensive Personal Financial Plan. We will establish a benchmark for your financial concerns and provide written recommendations for discoveries and actions to be taken.

Financial Confidence and Implementation Meeting (third meeting – two weeks later)

Top 3 Objectives and action required

Financial Clarity and Benchmark Meeting – first quarterly review benchmarks and identify new goals

Personal Financial Plan and New Objective/ Next 3 objectives - Next 90-day sprint

 

  • Where we were last meeting
  • Where we are now
  • What actions need to be taken

Financial Confidence and Implementation Meeting (two weeks later)

Next 3 Objectives and action required

Financial Clarity and Benchmark (and) Financial Confidence and Implementation Meeting continue until all stated objectives have been achieved.

Client Communication Commitment - upon client/advisor agreement - a quarterly/semi-annual or annual meeting will be scheduled to review accounts, life changes, new objectives or items to address.