Our Process


During this part of the planning process, our team digests all of the information we’ve gathered from you and we put on our critical thinking (problem solving) hats. With a clear understanding of what you want to accomplish and access to great financial planning software, we begin to build out the first draft of your financial plan addressing the areas that you’ve shared are the biggest priorities as well as other planning ideas.

After we’ve created the plan, we will meet again. At this meeting we will have prepared a one-page financial plan for you along with all of the supporting data. Depending on how in-depth you want to go, we can go through the software output or just go over the one-pager. It’s during this time that we work together to see if there are any adjustments that need to be made. If so, we work through them together until we reach consensus.

Once the plan is completed, we will have an action items checklist. This will include action items for both you and our team to complete between now and our next meeting. Things that we will do and be doing as well as things we’ve agreed upon and expect you to do before our next meeting. Once everyone feels good and we’ve agreed upon next steps, we move into the part of the process that has the biggest long-term impact.

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