![5 step linear process graphic. Step 1 - blueprint discovery meeting, Step 2 - Blueprint Presentation meeting, Step 3 - get organized meeting, Step 4 - Let's talk about living meeting, Step 5 - explore opportunities meeting, Step 6 - Plan Presentation Meeting, Step 7 - Clarity. Confidence. Joy!](/wp-content/uploads/2025/10/process-graphic-phase1.png")
Phase I Getting to Know Each Other
Your journey with us begins with the Clarity & Confidence Blueprint. Before we dive in, we’ll connect on a quick Learn More Call to ensure we’re the right fit, and if we both agree, we’ll set you up with a secure portal to enter a few key details about your finances. From there, this first phase moves beyond introductions into a structured process that provides a clear, high-level view of your financial picture. We’ll gather the right information, walk you through a personalized Blueprint, and highlight opportunities for growth as well as risks to address. The goal is to give you clarity and confidence today while showing what’s possible in a full financial plan. Phase I includes the following steps:
- Blueprint Discovery Meeting
- Blueprint Presentation Meeting
Step 1:
Blueprint Discovery Meeting
We’ll sit down for a focused 60–90 minute discussion about your goals—such as retirement timing, lifestyle preferences, and what matters most to you. This structured session follows a set of intentional questions that help us gather the details needed to build your Blueprint. It’s designed to be clear, consistent, and purposeful—different from our “Let’s Talk About Living” meeting in Phase 2, which is more open-ended and client-driven.
Step 2:
Blueprint Presentation Meeting
We’ll reveal your Clarity & Confidence Blueprint: a snapshot of your financial picture, opportunities, and risks. From there, the natural next step is turning this into a full plan and long-term partnership with Bridgewater Advisory Group.
Step 1:
Blueprint Discovery Meeting
We’ll sit down for a focused 60–90 minute discussion about your goals—such as retirement timing, lifestyle preferences, and what matters most to you. This structured session follows a set of intentional questions that help us gather the details needed to build your Blueprint. It’s designed to be clear, consistent, and purposeful—different from our “Let’s Talk About Living” meeting in Phase 2, which is more open-ended and client-driven.
Step 2:
Blueprint Presentation Meeting
We’ll reveal your Clarity & Confidence Blueprint: a snapshot of your financial picture, opportunities, and risks. From there, the natural next step is turning this into a full plan and long-term partnership with Bridgewater Advisory Group.
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 3 Get Organized Meeting
Together, we’ll set up your client portal, connect accounts, upload documents, and walk you through the tools we’ll use to collaborate. This ensures everything is in place for a smooth planning process.
Step 4 “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 5 Explore Opportunities Meeting
We’ll review your goals alongside planning strategies, discuss potential trade-offs, and introduce investment approaches that fit your needs. This is where we explore the best ways to align your money with your vision.
Step 6 Plan Presentation Meeting
During the plan presentation meeting, we’ll bring everything together—your goals, your vision, and your money mission statement—to give you a clear picture of where you stand today. Based on our conversations and your preferences, we’ll outline the action steps needed to align your financial life with that vision for the future. From there, we’ll agree on an implementation plan and work together to put it into motion so you can move forward with confidence and clarity.
Phase III 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.
