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In this initial meeting, we get to know you and your financial situation. We'll interview you to determine if we're a good fit for each other, and if we can add value to your situation better than anyone else. This meeting is all about understanding your needs, goals, and values.
During this meeting, we will spend a couple of hours discussing the what and why of your life. We'll delve deeper into your goals and priorities, and gain a full understanding of your values and past experiences. This step is critical to the success of the planning process because we believe that a financial planner can only truly be successful if we understand our clients on a deeper level.
Here, our para planner will jump in to help you create or assess your budget. Depending on your goals, we may review this more than once a year. We'll also create a unique client portal for you, which is a one-stop-shop for all your financial information. This is a value-add service that sets us apart from other financial planners.
In this step, we combine all the information we've gathered about you to create a personalized financial plan designed to help you achieve your definition of success. This plan will include specific recommendations to help you reach your goals.
Here, we'll present your financial plan and discuss the action items necessary to implement it. We'll set up a plan for implementation, and we'll provide ongoing support to help you achieve your financial goals.
As a financial planning client of ours, in addition to your annual meetings, you'll also have exclusive access to our monthly webinars, quarterly investment discussions, and monthly newsletters. We believe that ongoing support is critical to achieving long-term financial success.
