Step 1: Discovery Meeting
- Get to know one another
- Understand what’s most important to you
- Explain what we do, how and why
- Mutually decide if we are a good fit
Step 2: Financial Review
- Review your financial data
- Understand your current financial situation
- Further clarify your goals and objectives
Step 3: Recommendations
- Presentation of your financial plan
- Prioritize and discuss implementation schedule
- Establish your ongoing review process (quarterly, semi-annual, etc.)
Step 4: Review Meetings
- Review your progress and any actions needed
- Discuss any changes to your financial situation
- Modify your financial plan and/or investment strategy
