|
The Process
|
Client Actions & Responsibilities
|
|
|
|
|
Step 1:
Initial inquiry
|
You review our introductory materials and visit our web site to learn more. If our services appear to fit your needs, you contact us to schedule a complimentary “Get Acquainted Meeting” and begin to complete our Confidential Questionnaire and access our on-line risk assessment. While our initial meeting usually takes place face-to-face, a phone meeting is also possible.
|
|
|
|
|
Step 2:
"Get Acquainted Meeting"
|
This is our chance to get to know each other, discuss information on the Confidential Questionnaire and the risk assessment, and review your financial goals, challenges and concerns. By the conclusion of this session, you receive an estimate of the fee for completing your personal financial plan.
|
|
|
|
|
Step 3:
Data gathering and intial preparation
|
You gather the additional data we need and send this information to us as we organize all the information that will be used to develop your plan.
|
|
|
|
|
Step 4:
Meeting to review household cash flow and financial assets
|
During this discussion, you have another opportunity to clarify your current situation and financial goals. We cover any additional questions or concerns you may have. This meeting can often be handled over the phone or even through email to manage time efficiently.
|
|
|
|
|
Step 5:
Analysis and plan development
|
The ball is in our court during this step. Using the information you have provided and doing whatever research is appropriate, we work on and develop your financial plan. We contact you to confirm the date and time of our next meeting so we can discuss the plan.
|
|
|
|
|
Step 6:
Presentation of your financial plan
|
Congratulations! At this meeting you receive your personal financial plan, custom-designed to meet your financial goals. We review it in detail as well as the implementation guidelines that we recommend. Full payment of the balance for actual fees incurred is due at the conclusion of this meeting.
|
|
|
|
|
Step 7:
Plan implementation and follow-up
|
You can assume responsibility for implementing the plan according to the specific guidelines we provided, or you can choose to have us assist you with the implementation and monitoring of your plan.
|