Comprehensive Financial Planning
Financial Planning is the process of discovering, defining and fulfilling our life’s goals and accomplishing them through our hard-earned financial resources. Financial Planning is not achieved during a single meeting or a single month, but begins as our clients desire greater clarity and purpose in their financial lives and we work together to coordinate actions that will achieve those purposes.
The Financial Planning process begins with three initial meetings:
Meeting #1 involves the discovery of goals and understanding how past and present relationships with money are shaping behaviors. We refer to this as our qualitative discussion.
This meeting normally lasts up to 90 minutes.Meeting #2 involves looking at current assets, liabilities and opportunities. We refer to this as our quantitative discussion.
This meeting normally lasts between 60 – 90 minutes.Meeting #3 involves outlining initial recommendations based on the goals, resources and gaps identified in prior meetings.
This meeting normally lasts up to 90 minutes or more depending on education and discussion around action items moving forward.