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The Financial Planning relationship:
The process is easy
to implement and covers a 12 month period.
Step
1: (week 1)
Complimentary Initial
Consultation
We schedule a complimentary initial consultation for all prospective
clients. This discussion is designed to learn more about you and
your financial goals and it gives us a chance to describe the planning
process. During this meeting we will determine if it makes sense
to work together.
Step
2: (week 2)
Data Gathering
At the initial consultation each client will recieve the Client
Data Gathering Workbook. There is a checklist of items covering
the basic information that is needed to begin working on your plan.
Once you have pulled together the necessary information you can
drop it by our office or mail to us.
Step
3: (week 3 / 4)
Strategy Session Meeting
Upon receipt of your data we
will call to schedule a Strategy Session. This meeting is to review
data entry, answer questions and formalize goals.
Step
4: (week 6)
Financial Plan
Presentation Meeting
Upon completion of the plan we will call to setup a financial plan
review meeting. The plan presentation meeting breaks down each of
the key areas of your financial life: net worth, cash flow, insurance,
retirement, investments, estate and college savings (if needed).
During this meeting we will go through each area to discuss what's
going well, where the gaps are and the strategy to achieve your
goals.
Step
6: (approx 6 months after plan meeting)
Quarterly communications
/ Mid Term Meeting
After the planning meeting you should have a good understanding
of any changes you should make or strategies to implement to accomplish
your financial goals. We continue throughout the 12 month engagement
with quarterly phone calls or emails to see how you are progressing.
All clients are offered a mid-term office meeting to review progress
and answer any questions regarding the plan.
Client
Data Gathering Workbook • Client Service Agreement
Payment terms: $500 deposit with Data Gathering and balance
due at Planning Presentation meeting.
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