BUILDING YOUR FINANCIAL PLAN

Standing Meeting

DATA GATHERING

We'll start by gathering your financial data and getting to know you. We'll also discuss and establish goals as well as identify some initial concerns.

FACT REVIEW

After reviewing the data, we'll have another meeting to discuss the facts, assumptions, objectives, and ask any remaining questions we might have.

Modern Work Space
Business Meeting

PLAN PRESENTATION

Once the plan is finalized, we'll formally present it and discuss recommendations. We'll also identify other key areas that are important and should be addressed.

IMPLEMENTATION

We'll map out a gameplan with the appropriate steps to implement your plan.

Business Conference
Getting Coffee

PROGRESS MEETINGS

We'll setup progress meetings and update your plan based on your ongoing financial situation and goals.