Our Process
Listening, Learning, Guiding...Helping you create path to financial independence
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Financial conversations can be difficult. Goals can seem hard to define as you are uncertain of future events. Even when goals are created, they may seem hard to achieve as financial obstacles arise over time. As your career develops, family grows and your financial landscape changes, it may seem hard to find the time or even comprehend where to start. We understand how each financial case is unique and creating or adjusting your financial path can seem overwhelming. Our process is focused on listening to your situation, understanding your core values and helping you clarify your goals in order to set achievable targets. Together we will review your progress and make adjustments to help you build your financial confidence and achieve your financial success.
Our Process
1. Getting to Know You
2. Collaborate
3. Financial Plan and Recommendations
4. Ongoing Advice and Review
1. Getting to Know You​
We understand that the first step can sometimes be the toughest. Don't sweat it! During our initial conversation we want to learn about you, not the numbers.
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What brings you to us?
What are your hoping to accomplish?
Are you starting out or what steps have you already taken?
How would you like to work together to achieve your financial independence?
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We want to understand your goals and values to see how we can best assist you on your financial journey.
2. Collaborate
Now that we understand your values and goals, we can go deeper into your financial situation. We will ask you to provide us information on your income, workplace benefits, debt and monthly spending. We will dive into the data using our financial planning software, Right Capital. This tool helps us both to better understand your financial picture by putting it all in one place. From there we will begin to define your short and long-term targets and start developing your financial path.
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Already have or looking to enhance your financial plan? Excellent! Our tool can help us identify areas to strengthen and help to realign financial goals to ensure you remain on track.
3. Your Financial Plan and Recommendations
This is where it gets exciting! Together, we will review your financial plan, answer your questions and deliver our recommendations to help set you on the right path to achieve your financial success. We will discuss opportunities and actionable items that can help you on your financial journey. Following this discussion, we will provide you with a financial plan summary and set our quarterly check-ins to review your progress and address your financial needs.
4. Ongoing Advice and Reviews
The most important part, and most overlooked part, of any plan is the review. A financial plan is not a one and done report, it is a dynamic document. The goal of a financial plan is to help you change your financial habits today so that you can achieve your financial independence int he future. That's why together we will track your progress, discuss challenges, develop next steps and even set new goals as you continue to hit your targets. Although we set meetings quarterly, we are always available to meet in between should you have any questions or the need arise.
Ready to get started?