Intake, Goal-Setting + Fact-Finding
In this two-step process:
We start with a 20-minute intake phone call to discuss:
- Your current financial picture
- What you’re looking to accomplish through financial planning
Then, we have a "blind date" meeting, where we get to know each other better.
Together, we clearly define your short- and long-term financial goals.
These will become the basis of your financial plan.
Book your 50-minute consultBudgets, Net Worth Analysis + Projections
At this stage, your job is done and we handle the rest.
Step two is about bringing your greater clarity around your finances.
It involves a very detailed, analytical process including:
- Budget exercises - to help reduce unnecessary expenses and maximize cash flow
- Risk tolerance questionnaire - determining your appetite for risk in investing
- Net worth sheet - reviewing all your financial statements, so you understand very clearly where you stand today
Using all this information, we then make projections to determine:
- Whether you are saving enough
- If your money is in the right places
- What should be changed in terms of product, allocation and contributions
Customized Step-by-Step Recommendations
We then create an incredibly detailed, customized financial plan for you that will:
- Recap your current financial picture
- Identify where you need/want to be in terms of your goals
- Give you step-by-step, year-over-year recommendations on how to get there
Implement Your Financial Plan
After going through your plan together, it’s time to implement it—and get the ball rolling on attaining your financial goals.
But we don’t just “set it and forget it.” We're going to:
- Make sure you put your plan into action
- Hold you accountable to each step
- Be there for you when you need help
Monitor, Review
+ Expand Your Plan
Let’s face it: life isn’t stagnant—so your plan shouldn’t be either. You may experience life changes like:
- Buying or upgrading your home
- Starting or expanding your family
- Opening a business
- Getting into the real estate market
As those things happen, we will be there, guiding you as your financial advisor.
We will meet every year to examine your current situation and make changes to your financial plan as necessary.
Meanwhile, we will also be available via email and phone anytime your situation changes, or if you need extra assistance.
With strategic wealth management you can plan for the future you deserve. Ready to get started?