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Topics

• Get to know each other

• Discuss your planning concerns

• Explain who we are and how we work with clients

• Provide an overview of the process

• Confidential questionnaire emailed directly to you

In Person or Virtual Meeting

Topics

• Review completed confidential questionnaire

• Focus on your specific goals and confirm financial data

• Conduct a cash/income needs analysis along with a retirement planning worksheet

• Address any questions/concerns around the planning process

• Discuss the costs associated with entering into a formal financial planning engagement

Now the fun begins! This is the part of the planning process where our team begins developing your financial plan based on your goals and financial data. Expect frequent communication from us as we have additional questions and need supporting documents (paystubs, estate documents, investment/retirement account statements, insurance coverage, etc.).

In Person or Virtual Meeting

Topics

• Review your Balance Sheet (Net Worth Statement)

• Analyze your cash flow (Inflows vs Outflows)

• Discuss our observations and recommendations going forward

• Confirm your specific action items with a date for completion

Phone Call or Virtual Meeting

Topics

• Answer any questions that arose from your strategy session

• Confirm your goals and action items

• Discuss the next steps

Communicate with each other as questions arise about:

• Benefits

• Retirement accounts

• Investment accounts

• Estate planning

• Major purchases

• Unexpected expenses

• Etc.