Comprehensive Financial Planning Process

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Organize

  • Create online financial profile
  • Organize your financial picture
  • Cash Flow
  • Aggregate accounts
  • Upload financial documents
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Discover

  • Get to know you
  • Identify priorities and concerns
  • Align partnership expectations
  • Roles and responsibilities
  • Next Steps
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Confirm

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Deliver

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Quarterly Checkpoints

  • Deliver plan recommendations
  • Educate on solutions
  • Align an action plan for implementation
  • Schedule ongoing meetings
  • Plan implementation assistance
  • Ongoing advice, insights, and education
  • Plan progress and goal tracking
  • As needed analysis and plan adjustments
  • Review plan assumptions
  • Set 1, 3, 5, 10+ year goals
  • Risk tolerance assessment

Some clients may not be ready for a Comprehensive Financial Plan, for those clients we offer preparatory planning to get started on the process. 


  • For those clients just starting out, a simpler Foundational Plan may be a great introduction to Financial Planning. 
  • The next step would be a Core Plan for individuals and couples accumulating wealth.


On the other hand, some clients may have specific advanced planning needs, such as pending significant business transactions, estate tax mitigation strategies, or special needs planning.  We have access to advanced planning services for these clients.

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