What to Expect

A Look Inside our Planning Process

What is financial planning? That's a good question, and one that few people have a clear answer to.

Hopefully this overview of the process will help you understand what to expect.



Getting Started in Year 1

Meeting One

Why are we here?

"What's your definition of success?" For most people, that's a tough question to answer, and no two answers are ever the same. For us, it'll be the driving question behind the first meeting.

Our goal will be to learn some background information about your past experiences with money and get a big picture view of what you hope to accomplish moving forward. After all, what good is a prescription without a diagnosis?

Meeting Two

Find our starting point.

Next we'll take an inventory of your assets, liabilities, and main concerns to determine our starting point. Through this organizational process, we'll begin to use mind maps to build a clear, concise view of your current financial life.

By consolidating your finances into a single viewpoint, we'll be able to quantify the resources that are available to help your meet your goals. Most people, having never viewed their financial life collectiviely, find this process to be a relief.

Meeting Three

Begin building the plan.

Using your vision, resources, and input, we begin crafting a financial plan designed specifically around your values and goals.

As we build out your financial plan, we'll be able to assess tradeoffs and make calculated decisions using real-time analytics. This helps you visualize the impact that your choices now can make on your life in the future.

Meeting Four

Cash flow is king.

Ignoring your cash flow can wreck even the best designed financial plan. We'll help you develop and implement a system that automates your monthly expenses and allows you to enjoy living today, while also saving for tomorrow.

By the end of this meeting, you'll know how much you can spend per week on whatever you want, without it negatively impacting your financial plan.


Ongoing Support

Frequent MEETING Cycle

3 to 4 Meetings Each Year

Life can change fast and frequently. In order for us to help you seamlessly align your financial life with your actual life, we find it best to stay proactive. We prefer to meet with planning clients 3 times per year, either in person or by video conference.

ALways available

Phone & Email Support

We want to be your first call when big financial decisions pop up. Available by phone or email, we always get back to you with a meaningful response within 24 hours. Additionally, we'll periodically reach out to share things we think you'll find relevant.