Intake, Goal-Setting + Fact-Finding
In this two-step process:
We start with a 50 minute intake video call to discuss:
- Where you’re at with your finances now
- What your needs and goals are
- How I can help you truly maximize your financial picture
These details become the basis of your financial plan. Our consult meeting is a great opportunity for us to determine whether we are a good fit and if it makes sense for us to work together.
Then, we have a “game plan” meeting, where we discuss next steps.
Book A Quick CallBudgets, 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:
- Cash Flow Analysis - to help you reduce unnecessary expenses and maximize savings towards the things you want to accomplish
- Net Worth Sheet - we will review all your financial statements so you understand very clearly where you stand today
- Current Portfolio Analysis - to discuss how you're currently invested and whether any changes need to be made to fit with your current risk tolerance and time horizon
- Insurance Analysis - to help you understand what you have and why, and identify any gaps that may be present in your family and business protection
- Retirement Projections - so you can see what you're on track to achieve, and determine whether we need to increase or if we can decrease your current contributions to meet your retirement goal
Using all this information, we can move into Step 3 where we make recommendations on how to accomplish your goals.
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?