We’ll talk about your income, assets, insurance, liabilities, and expenses and ask a few questions to help us understand your feelings about risk and investing. It’s helpful to provide copies of account statements and last year’s tax return during this step.
Preliminary Draft of Financial Plan
We will review your stated needs and initial projections for your goals to verify the assumptions and supporting data are correct. This is an opportunity to adjust the priority, time frame, or other details of your goals, if needed. Initial recommendations are occasionally made at this time.
Review Plan and Recommendations
We’ll go over any changes to projections since the draft meeting and provide detailed recommendations, a suggested time frame for action items, and an outline of responsibilities, including support from our team. Credentials will be provided to easily manage your accounts and view your financial plan online.
Each year we’ll address any questions or concerns you have and provide a progress update on your goals. You’ll get updated recommendations based on your situation and any relevant tax or legislative changes.