Step 1: The Discovery Call
This is where we discuss your situation, financial goals and vision of the future. We’ll identify your key concerns and I’ll take note of the specific questions or concerns you have regarding your financial situation.
Step 2: The Initial Analysis
I’ll conduct an analysis of your financial situation and address not only the questions and concerns you have about achieving your goals, but address anything new found in the analysis. Portfolio, tax, social security and spending analysis is all a part of this process.
Step 3: Stress Testing
Working together, we will identify different possibly scenarios and “stress test” your current strategy against those scenarios to identify gaps and holes. This step is eye-opening to most.
Step 4: Recommendations and Proposal
We’ll take a look at the recommendations I have to make sure you are on the right path to achieving your goals. We’ll outline a proposal that is clear and transparent for how we can work together moving forward.
Step 5: Action and Monitoring Review
2-4 weeks after implementing the plan we schedule a follow up to address any questions and usually to talk about additional steps we need to take in implementing.