Our 412 Process
4 STEPS TO PURSUING 1 GOAL THAT REQUIRES 2 PEOPLE PARTNERING TOGETHER
Step 1 - Where You Are Today
Our first priority is to learn more about your personal situation, identify your dreams and goals, and understand where you are today. This includes a deep dive into your financial situation today and your values around MONEY. By doing this we are able to understand your situation and know how we can best help serve you. There is nothing cookie cutter about creating a comprehensive financial plan that will get you to retirement and keep you retired. This starts with honest communication and a personal connection to let you know we hear you and are here for you.
Step 2 - Your Detail-Oriented Goal
Next after understanding where you are today, we move on to creating a detail-oriented goal. Why a detail oriented goal? Because we know that generic goals without emotional or actionable attachments most likely wont get accomplished. We take pride in creating your blueprint together. Asking deeper questions and learning more about YOU. The better understanding of your goals, the higher probability of working towards them.
Step 3 - Your Retirement Blueprint
Our one-page financial plan will give you the clear, actionable, and value to achieve your goals. Your retirement blueprint needs to be simple and clear to the point. We are not here to give you pages on pages full of financial jargon and illustrations you do not understand. We will bring all the important information and actions you need to know on to ONE page. We know this is massive value delivered the right way.
Step 4 - The Partnership
The ongoing update and monitoring of your financial situation is crucial. Whether it is a plan to retire or to stay retired, its about consistent reviews and updates. We meet with our clients at least twice a year to make sure there are no surprises to jeopardize your financial goal. We can not predict what the future holds, but having a flexible plan with a partnership from someone who understands you and your values can make all the difference. You can count on us to be in your corner for any surprises that may occur in your life.