Hourly, Fee-Only Financial Planning Process

Here is an outline of how the financial planning process works and what to expect along the way.

Initial Inquiry
Visiting this site is the first step to learn about what we offer! If you are interested in our services download and fill out our client questionnaire and contact us to schedule a complimentary “Get Acquainted” meeting.

Complimentary Get Acquainted Meeting
We will discuss your personal goals and objectives as well as any areas of concern. Provide a fee estimate based on the scope of services. If you decide to engage with us a client agreement form is signed with an initial deposit of the fee.

Data Gathering and Initial Preparation
Once you provide your financial information, we’ll review data and begin to develop your financial plan.

Analysis and Plan Formulation
Schedule a presentation where we review the current situation and analyze several scenarios to determine a proposed scenario that best allows you to reach your goals.

Interim Meeting
We will review your goals, confirm your attitudes toward risk and discuss the initial findings.

Financial Plan Presentation
We will present and review your personal financial plan for approval and provide a written summary including observations and specific recommendations that meet your unique goals. Full payment of the balance for actual fees incurred is due at the conclusion of the plan presentation meeting.

Plan Implementation And Follow Up
We will provide detailed instructions for plan implementation and schedule follow-up meetings. Then it is up to you to take action! Implement your plan and schedule “Financial Check-ups” with us to ensure that you are on target.