Our Proven Process

Every Meeting  

During every meeting we will:

• Review the agenda, for agreed-upon purpose and direction
• Focus on what is most important to you
• Review our progress and process
• Schedule our next steps together

1^st    Explore

During this meeting we will:

• Discuss your story, and what is important to you
• Learn the values that shape your decisions and priorities
• Discover how we can add value
• Communicate our philosophy, plan and process
• Review what Communication Agreement and Service Level you are interested in us providing

Preparation for our next meeting you could:

• Complete online risk assessment
• Enter information into the MoneyGuide Pro financial planning software (you can also link your current accounts to the software)

2^nd    Information   

During this meeting we will:

• Confirm what is most important: your values, goals, dreams, etc.
• Confirm your risk tolerance
• Gather data, documents and statements for analysis
• Agree upon and sign our estimated planning cost agreement
• Review and confirm the accuracy of information entered

3^nd    Plan

During this meeting we will:

• Present and select the strategies you want to implement to achieve what is most important to you: your values, goals, dreams, etc.
• Fine-tune your strategies into a Personalized Investment Policy

4^th    Implement  

During this meeting we will:

• Implement agreed-upon strategies to achieve what is most important to you: values, goals, dreams, etc
• Select service levels, type and frequency of communication
• Signature documents

5^th    Welcome to Our Firm

During this meeting we will:

• Review your the first statement and online assess
• Review the Expected Levels of Communication & Service Agreement

(Ongoing) Strategic Meetings

During these meeting we will:

• Update on regarding life changes, family priorities, goals, gifting, risk tolerance, cash flow, philosophy
• Discuss tax and distribution strategies and tactical investment moves
• Review/coordinate with your advisors: CPA, attorney, agents, etc.
• Review your current plan’s projections and probabilities