Following a well-defined process to meet your goals.
5-Step Process
1
Discovery Meeting
This will be where you share your biggest financial goals, hopes, and dreams. This meeting is a complimentary meeting where we will be able to determine if we want to work together, and the planning scope that makes sense given your goals.
2
Profile Meeting
This is where we build out a financial plan based on your stated goals. The planning process will integrate scenario testing, your personal risk tolerance, and assessment of current holdings.
3
Strategy Meeting
Once we have built out a financial plan and discovered an appropriate risk profile, we may want to make tweaks to get us on track to meet our planning goals. These suggestions will be presented alongside personalized financial education to equip you to make the best decisions for yourself.
4
Action
If there is a strategy you wish to implement, I will ensure that strategy is put into action. From my end, my team and I handle new account paperwork, transfer details, and investment allocation.
5
Review
This is arguably the most important part of financial planning. Our financial plan is a living, breathing document that needs to adapt any time we experience life changes. I review with clients a minimum of once per year, up to as many times per year as they need.
FAQs
What is your minimum?
Due to the variety of different ways I can work with people, there is not a minimum asset level to go through the financial planning process.
When does it make sense to work with a financial professional?
When you have financial goals you’d like to achieve, it makes sense to engage a financial professional. For most people, major transition phases such as a job change, marriage, divorce, or birth of a child might prompt them to seek professional support.
How do I choose the best financial professional for me?
First, make sure that the financial professional is held to a fiduciary standard. CFP® professionals, Chartered Financial Analysts, and financial professionals holding a Series 66 (or 63 and 65) are all held to a fiduciary standard when managing client assets, meaning they are both legally and morally obligated put your interests ahead of their own. Once you’ve narrowed that down, it really comes down to personality fit. If you feel safe and in good hands, that is the best indicator that you’ve found a good match.
Can you prepare my taxes?
I do not prepare taxes for clients but I have an extensive network of excellent tax professionals I can refer you to.