Your Deliverables
Take control of your financial future with our comprehensive planning process. From personalized recommendations to ongoing support, we're here to help you make the best decisions for your financial goals.
Our financial planning process consists of three phases, which we conduct together. Phase one is the planning process and takes the most time, so we meet more frequently at the beginning.
Through the financial planning process, you will receive the following deliverables:
1. Phase One: Planning
- Six 90-minute financial planning meetings, one a month for the first quarter, one per quarter thereafter
- An analysis of your taxes from the prior year
- A forward-looking simulation of your upcoming tax year so that you can project your plans
- An analysis of your current investment portfolio with proactive recommendations for improvement
- Outline of financial tasks to help optimize your finances
- Comprehensive report with year-by-year cash flow projection that estimates the probability of success for your retirement goals
2. Phase Two: Implementing
- Ongoing support for implementing your financial tasks
- Optional add-ons for portfolio management and tax preparation
3. Phase Three: Monitoring
- Regular review of the above analyses
- Updates to your plan as needed
