Do We Fit?
During your initial meeting we will discuss your vision for the future, the obstacles you know and some other possible obstacles we see and have a discussion on the potential benefits of working with us. The only decision needed during this meeting is whether it makes sense for us to meet again.
Should We Work Together?
During your second meeting, we will reaffirm your vision, review the obstacles we both see, and discuss how proper planning may eliminate them and benefit you over your lifetime and into succeeding generations.
Where Are You Now, and Where Are You Going?
We will discuss your vision, priorities, and establish solid goals including timelines. We will collect information about your assets, liabilities, income, and expenses. This meeting is designed to be very detailed and depending upon the complexity of your situation we may require further conversations.
Do We Have It Right?
We confirm the facts and assumptions we have received from you. We will discuss our observations on how well you will meet your goals under your current arrangements. We will discuss various solutions, how they may improve your situation, and any side effects or interactions you may experience.
Reaching Your Vision, Creating Impact?
We will present a course of action that we would apply to ourselves if we were in your situation knowing what we have learned about you. The plan will be flexible in its design to accommodate changes in your desires both today and in the future and account for life’s unexpected turns.
Getting It Done!
The best financial plan will fail if it is never acted upon. This will rely heavily on YOU. We can help you implement your plan by engaging your trusted advisors such as attorneys and CPAs. We can also guide you to such advisors if you do not currently have them.