OUR PROCESS
We use a highly structured annual three meeting process with our clients to ensure that their entire financial house is in perfect order every year.
FINANCIAL ROAD-MAP® UPDATE MEETING
It is at this meeting each year that we will update your comprehensive lifetime written financial plan and will fully review the step-by-step plan of action created by our team of experts with you.
COMPREHENSIVE SAFETY REVIEW MEETING
Four months from the date of your last meeting, you will return to our office for a Comprehensive Safety Review Meeting. Your best result for this meeting is to clarify any insurance issues and to receive recommendations about ways to increase the safety of your plan further protecting the probability that you will accomplish your goals.
THE GOAL PROGRESS OUTLOOK MEETING
Four months from the date of your previous meeting, you will return to our office for a Goal Progress Outlook Meeting. This is an important meeting to review the unique plan for each of your goals requiring money and planning to achieve. Your comprehensive financial plan envisions the strategy to achieve your goals, but at this meeting we’ll walk through the specific tactics to fund each goal over the next year. We’ll discuss tax issues, cash flow issues and which account is smartest to fund each goal. Your best result for the Goal Progress Outlook Meeting is to review the progress of your goals and establish if any changes need to be made to your Implementation Plan.
FINANCIAL ROAD-MAP® UPDATE MEETING
It is at this meeting each year that we will update your comprehensive lifetime written financial plan and will fully review the step-by-step plan of action created by our team of experts with you.
COMPREHENSIVE SAFETY REVIEW MEETING
Four months from the date of your last meeting, you will return to our office for a Comprehensive Safety Review Meeting. Your best result for this meeting is to clarify any insurance issues and to receive recommendations about ways to increase the safety of your plan further protecting the probability that you will accomplish your goals.
THE GOAL PROGRESS OUTLOOK MEETING
Four months from the date of your previous meeting, you will return to our office for a Goal Progress Outlook Meeting. This is an important meeting to review the unique plan for each of your goals requiring money and planning to achieve. Your comprehensive financial plan envisions the strategy to achieve your goals, but at this meeting we’ll walk through the specific tactics to fund each goal over the next year. We’ll discuss tax issues, cash flow issues and which account is smartest to fund each goal. Your best result for the Goal Progress Outlook Meeting is to review the progress of your goals and establish if any changes need to be made to your Implementation Plan.