The 6 components of this prescription include the following:
1. Fundamentals (Debt Management, Cash Flow, Emergency Funding)
2. Insurance & Benefit Planning
3. Investment Planning
4. Tax Planning
5. Retirement and/or Education Planning
6. Estate Planning
HOW IT WORKS:
This meeting allows me to learn about you and what makes you tick. Additionally, you can ask me any questions you may have. The purpose of this meeting is to determine if we would be a good fit to work with each other.
Information Gathering/Goal Setting Meeting
This meeting is where we review the information you’ve submitted via your secure client portal, along with a questionnaire that includes the goals you have in mind. The purpose of this meeting is to clarify all your inputs and where you would like to go in your financial life.
Plan Delivery Meeting
This meeting is to present your comprehensive, tailored financial plan. We’ll go over each component of the plan and the associated recommendations. At the end of the plan delivery, we’ll agree if the recommendations make sense, assign ownership and a “due date” (Q1, Q2, Q3, Q4). This builds out the accountability for the first year. At the end of the first year, we’ll see what we accomplished, what we didn’t that needs to roll to the next year and what doesn’t make sense anymore.