Meeting You – First Impressions
We start with a conversation to determine if we are the most appropriate fit for you. The basis of any relationship begins with trust. The designation of CERTIFIED FINANCIAL PLANNER™ professional requires us to act in a fiduciary capacity when offering personalized financial advice. This means that we act in your best interest. Our initial interview will be an opportunity for us to better understand what is important to you and how we may be the most appropriate fit to address your specific goals, objectives, values and concerns.
Gathering Your Data
Our next meeting will entail a comprehensive data gathering session. We will review your current asset location, asset titling and asset allocation. Utilizing Financial Planning and Risk Assessment tools during this meeting will enable us to move to the proposal phase to address your specific goals, objectives, values and concerns.
Reviewing Your Plan with You
The third meeting will include a review of the plan we have created together. We will make necessary revisions to the plan to ensure that your goals, objectives, values and concerns are appropriately prioritized and are coordinated with your long-term and short-term plans.
Implementing Your Plan
Implementing the plan is the next step and perhaps the most critical. Putting your plan into action will bring the strategy to life and begin the Cultivating of Your Wealth.
Monitoring Your Plan
The process is never-ending as we continue to monitor the progress of the plan to ensure that we are, in fact, addressing your specific goals, objectives, values and concerns. Frequent and regularly scheduled meetings are customized to your needs. As your needs change, so does your plan and we continue Cultivating our Relationship with you.