The Leverage of Financial Planning can be Very Powerful - Especially when it is done Virtually.

Introductory Chat

This is simply an introductory chat for us to get acquainted and determine if working together makes sense for both of us.  If we like each other, share similar philosophies and interests, and just feel like we would work well together we then use the following meeting structure to take you through our comprehensive financial planning process.
 

1

Initial Meeting:  Typically takes 30-60 minutes

This meeting is all about you.  The primary purpose of this meeting is to point you in the right direction, or confirm you are already headed that way.  It is an opportunity for us to get to know each other and to learn more about your desires, your hopes, dreams & goals for the future. 

We will also do a high level review of your financial situation to learn more about what you are doing, etc.  If we agree we would like to work together we will sign a financial planning engagement detailing the work we will be doing for you.  You will be given access to your own eMoney dashboard which starts with an onboarding process to help us learn more about your current situation, including the input of all your current accounts.  Remember, put good in, get good out.

2

Second Meeting:  Typically takes 45-60 minutes

We use this meeting to review your current financial situation, confirming your hopes, dreams & goals for the future as well as the information you input is accurate and complete.  We conduct an initial analysis of your current financial situation to establish a baseline to compare to alternative solutions later, even ones you may have thought of.

3

Third Meeting:  Typically takes 45-60 minutes

This is a great meeting to test results in advance to see what will work best for you and your money given your unique situation.   We compare your current plan to a variety of alternate solutions, going over each one and figuring out which aspects you like and dislike about all of them. 

4

Final Implementation Meeting:  Typically takes 45-60 minutes

In this meeting we review the final financial plan solution, highly customized for your situation, that is based upon what you wanted and liked from all the options we previously discussed.   We then review an implementation letter which gives you a road map to make all of this a reality.  At this time you are free to implement the solutions by yourself, with another advisor, use us, or some combination of all of them.

5

Annual Review Meetings:  Not less than once a year

Now that you have a plan in place it is important to update it on a regular basis,  Life happens and we want to make sure we update and adjust your financial plan as needed.  Plan on meeting with us no less than once a year to review and chat about any changes that may have happened in your life.  Your eMoney dashboard will automatically update daily, allowing us to monitor your financial life and contact you if we see anything that should be addressed.  Don't worry, we don't charge you any extra for virtual meetings, calls, or emails.  You have us 365 days a year!

 

We leverage the power of Asset Map, a very simple, yet robust digital tool that we use to facilitate all things financial planning for our clients and help them visualize their entire financial life in one place.

 

 


 

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