Who is Financial Planning for?
Financial planning is about building, implementing, and maintaining a strategy that will help you sustainably build wealth and live a great life both now and in the future. Every client has different needs, so we tailor our advice and strategy to those goals, informed by principles of managing risk so that no matter what life brings, you’re well prepared for it. We work to help your money reflect your values and balance living a great life now while being prepared for the future.
Our Approach
When we work with you as your adviser, we will take a ground-up approach, learning about your lifestyle, how you make decisions, and what resources you have. We will use that knowledge to ensure that we’ve addressed risks that could prevent you from success or topple what you’ve already accomplished. While we cannot predict the future, and there’s never an absolute guarantee of success, our approach addresses many major risks, including multiple risk events happening at the same time, by making sure you are well prepared.
The Process
A consistent approach requires a consistent process in order to help you achieve your goals. Here is what you can look forward to as we start working together.
1.
Onboarding Meeting
In this 2-hour session, we’ll link your financial accounts to our platform, review your household expenses, and establish a spending budget. We’ll also teach you how to use the platform, giving you a comprehensive view of your finances and helping you better manage your money.
2.
Launch Meeting
Following the Onboarding Meeting, we’ll present personalized recommendations and long-term strategic insights tailored to your specific situation. These goals are flexible and can be adjusted as your life circumstances change.
3.
Monthly Meetings
These sessions are used to review progress, keep you on track, and discuss and resolve any issues, be it life circumstances or personal behaviors acting as a barrier to success. We’ll also address emerging financial opportunities or challenges.