(732) 242-4939  I  info@westpeakfin.com

Initial Conversation

The initial conversation is a 30 minute call to get to know each other, understand your values, who you would like to work with and introduce the WestPeak planning process. If our values align, we will take the next step.

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Collaborate

During this meeting we will go deeper into your entire financial situation, your career and life goals. We will work with you to organize your financial records all in one place. From there we will define your short and long term targets and start developing your financial path.  

Your Financial Plan

WestPeak Financial will review your personal information and goals to create your financial plan. Together we will review your financial plan, identify action items and establish steps to complete these goals. We will set quarterly check-ins to review your progress and address your financial needs.

Check-up and Review

The most important part of any plan is the review. 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.