THE FOUR-STEP PROCESS

STEP 1: Introduction meeting

I want to learn more about you, your family, or your business and understand your concerns to see if we can be a good partnership.

  • What led you to make or agree to this call

  • Tell me about your journey and how you got to where you are today

  • What are you most looking to achieve from me and my team?

  • Where are you currently today and where are you hoping to be in 3, 5, and 10+ years?

  • What does living your good life look like to you? Identify values, priorities, and goals

 

STEP 2: Discovery and fact find

This is where we will have an in-depth conversation and uncover what is important to you with questions in the following categories:

Diagnosing today's problems, clarifying vision, purpose, and values, understanding money history, setting clear expectations, and what you want to achieve in the area(s) of financial management and coaching, retirement planning, investing for long-term wealth accumulation or retirement income, risk management, tax and estate planning. Some important pieces of info I will gather:

  • Investment statements

  • Insurance statements

  • Cash flow estimator.

  • Details surrounding pension info (if applicable)

  • Liabilities and debts

STEP 2: Present plan recommendations and implement action items

After we have developed your personalized plan, a meeting will be set to review the final product. You will be informed of the steps you need to complete to achieve your desired outcomes. This is also your chance to discuss any changes or concerns regarding your plan.

 

STEP 3: Track and manage progress

Once your plan has been implemented, our work is not finished. We review your plan during regular review meetings to ensure you remain on track and we have an opportunity to make any changes to maintain a plan for success. This will also provide an opportunity to discuss new goals and needs.