No matter where you are in life – just starting out, providing for a family, or planning for retirement – having a clear financial path can help give you confidence for the future. Let’s create a strategy that can help you meet your goals and overcome your challenges.
Every client experience is uniquely built around your needs. To help you get an idea of the flow, here is the structured meeting process we use with clients seeking a comprehensive financial planning relationship. Each step typically represents a meeting.
- Introductory meeting where we learn a little about each other, talk broadly about your short and long term goals, and share expectations together for the planning relationship.
- Establish goals while simultaneously taking the time to understand your personal and financial circumstances.
- The analysis meeting seeks to share with you some areas of opportunity, discuss some potential findings, ask follow up questions on the data, and collaborate on various possible scenarios to look at.
- The plan presentation is the concrete deliverable in the process. You will receive a copy of the plan document where we’ve done my work to analyze all the data within the scenarios we built together. In addition, you receive an executive summary for each area of the plan that reflects back to you observations of your financial position and provides specific custom recommendations on how to move forward towards your goals.
- Lastly, we work with you to take action on the recommendations and implement them together.
Your client experience with Being Financial has already begun! Now that you have visited the website, its time to set up an introductory and complimentary conversation to see if we are a good fit.