It Starts with You
Detailed planning can be one of the most effective ways to create financial security. A successful plan not only provides financial security throughout life, it can also reduce damages from disability, critical illness, or other income losses.
A good financial plan is a road map that shows us exactly how the choices we make today will affect our future. - Alexa Von Tobel
How We Work
1. Discovery Meeting
- Identify goals, priorities, preferences, and roadblocks
- Establish expectations from us
- Decide if working together is the right fit
2. Building the Plan
- Detailed conversation about financial needs and goals
- Sketch preliminary plan, review and revise as needed
3. Providing the Roadmap
- Deliver an easy-to-follow roadmap
- Prioritize most important “to-dos”
- Outline steps needed to conquer potential obstacles
- Assess how other elements may impact your plan (taxes, social security, inflation, etc.)
4. Putting Your Plan in Place
- Create step-by-step task list
- Initiate client website
5. Ongoing Support & Advice
- Regular plan assessments & reviews
- Collaborate with outside team professionals, as needed
- Continual education via educational workshops, bi-month blog, monthly newsletters, and exclusive client events