Our mission is to build even better and stronger communities by offering unbiased, value based financial planning, one person at a time.
This is Our Approach - How We Do It!
Our planning process is a 6 step process that incorporates the 3 M's for success: Mindset * Motivation * Methods so you can:
- Efficiently grow and protect your nest egg regardless of what happens.
- Find money that is falling through the cracks, make it work harder for you & still buy the things you want.
- Protect you if you get sick, lose your job, die too soon, or live too long, even during an economic and market collapse!
Effective planning requires that you make wise choices and the first step in making wise choices is clarity. That is the purpose of the Discovery Profile. Once the Discovery Profile has been received and reviewed, a Draft Planning meeting can be set 2-3 days later. From there, we give your spending and investing plan a trial run. Then, changes are made during the 2nd and 3rd review meetings that also review risk assessment and estate planning. Biannual reviews are recommended.
Our Process
Initial Phone Call
A quick and friendly 15 minute phone call helps me learn more about you and share how I help. If I can help, I will let you know. If I can't, I will send you in the right direction. The easiest way to set something up and avoid phone tag would be through my online scheduler. It's really easy. You can just click HERE to find a time that works best for you.
Discovery Profile & Review
If we decide to proceed, this is the step where you have some homework and we do the heavy lifting from here. Your income, your expenses, insurances, assets, debts will be needed and reviewed. To save time, we will email what is needed so you can gather this information. A draft planning meeting can be scheduled 2-3 days after this information is received and your vision, values and goals have been discussed.!
1st Draft Planning Meeting
Once the required information is gathered, our next meeting is called the Draft Planning meeting and should take approximately 1-2 hours. During this meeting, we will complete the following tasks:
- Goal Clarity Profile: Discuss your vision, values and goals for the future.
- Where You Currently Stand: Determine your current gaps and the place of most potential for action.
- Financial Independence Number (FIN): How much $$ you need to retire and live the quality of life you want.
- Investing and Spending Plan: Paying yourself first while investing tax efficiently.
2nd Draft Planning Meeting
The first meeting is based on if you lived a long and happy life, this meeting we will the discuss if life was cut short or the unexpected happened. Following your commitment to your goals we will review the following:
- Risk Assessment and Income Protection Estate Planning will also be discussed.
3rd Meeting: Delivery of Your Plan
This is where we bring it all together and deliver YOUR Plan.
- THE PLAN: Your plan will consist of proven strategies that reduce tax, grow and protect what you have built, give you the ability to become your own bank and retire on your own terms – all based on your vision, values and goals!
Biannual Review
A goal without a plan is often referred to as a dream. This is where our true value lies as we are here for the long term. A plan that is not measured, reviewed and tracked often falls apart. We are here to help you reach your goals, follow your plan, and make needed adjustments to ensure you stay on the path that will design your best future, no matter what life throws at you.
"Everyone has a plan until they get punched in the face." - Mike Tyson
Speak with me directly about Designing An Even Better Financial Future.
