Phase I Getting to
Know You
Above all, it’s crucial that we understand who you are so we can help you develop a plan that aligns with your values, goals, dreams, and personality. Before we dive into planning (Phase II), we’ll spend time getting to know each other to ensure we understand how to best help you. Phase I includes the following:
- Free Financial Assessment
- Observations Meeting
Free Financial Assessment
In this 90-minute meeting, we’ll spend most of our time learning about you and your vision for the future. We want to understand your relationship with money, your pain points, and your dreams.
Observations Meeting
Finally, we’ll review what we’ve learned about you and your situation, discuss ways we can help you move toward a life of clarity, confidence, and joy, and answer any questions you have about working with us.
Free Financial Assessment
In this 90-minute meeting, we’ll spend most of our time learning about you and your vision for the future. We want to understand your relationship with money, your pain points, and your dreams.
Observations Meeting
Finally, we’ll review what we’ve learned about you and your situation, discuss ways we can help you move toward a life of clarity, confidence, and joy, and answer any questions you have about working with us.
Phase II Planning Your Joy-Filled Life
Once we know more about you and you’ve decided to move forward, we’ll engage in a collaborative process to design your comprehensive financial plan. We bring more than 30 years of experience to the table, and we’re dedicated to creating tailored plans that reflect who you are and what you want most out of life.
Step 1 Let’s Talk About Living Meeting
This is the fun part—we’ll meet and discuss in more detail what a fulfilling life looks like to you. Afterward, we’ll follow up with your Money Mission Statement, Happy Retirement Statement, and a list of your goals.
Step 2 Education Meeting
In this meeting, we’ll discuss our investment philosophy and how we might apply it to your specific objectives. We’ll provide an overview of where you are today and make sure you have a clear understanding of your situation.
Step 3 First Impressions Meeting
Next, we’ll develop a draft financial plan with strategies to protect your future, capitalize on opportunities, and help you achieve your goals. We’ll present the plan to you, get your feedback, and adjust the plan as needed.
Step 4 Plan Presentation Meeting
Then we’ll help you implement our recommended strategies. With a clear, actionable plan in place, you can pursue your best life with confidence and joy, with the goal of making your financial world secure and aligned with your vision.
Step 5 Clarity. Confidence. Joy.
Through your lifetime we are here to support you in your journey to clarity, confidence, and joy. We do that through semi-annual review meetings, check-in calls, helping you find ways to experience joy moments, events for education and connection, healthy aging support, advice for inflection points, and more.