How We Do It

These conversations include:

 

A one hour complimentary interview allows us to get to know you, assess the type of relationship you are seeking, describe our services in greater detail and determine if our Financial Life Planning^® process and your needs are a good fit for a long term relationship.

This is where the heart of your planning begins. We will spend 2 to 3 hours in this meeting exploring your mission, vision, values and goals. The outcome of this time together is to discover and articulate a compelling vision of your deepest life aspirations.

In this 1 to 2 hour meeting, we discover the “money messages” that you live by, discuss your ability to tolerate risk and review the various money and investment experiences you have had over time. We also provide some initial observations of your current investment situation and get further clarification on issues raised in the previous Discovery Conversation.

This is the culmination of the time and hard work to which you have committed. We present your customized Financial Life Plan with specific recommendations to start you on the path to living an inspired and fulfilling life. This meeting typically takes two hours as we review the strategies, tools and tactics that reflect our experience and wisdom and how it will be applied to your unique situation.

After you have the opportunity to review your Financial Life Plan, we get together and begin making decisions on the Action Plan recommendations. The Action Plan details what needs to be done, who is going to be responsible and when it’s going to be completed. We believe this step is critical to achieve real progress towards your life goals.

Spreadsheets are linear, but life is not! That’s why systematic measurements, on an ongoing basis, are important for the success of your Financial Life Plan. For each client, we discuss and establish an appropriate meeting schedule to measure progress, make changes and deal with the real issues of life as they occur. Your initial Financial Life Plan is a blueprint that must be flexible and have the ability to change with your life circumstances.