The pursuit of financial success begins with a plan

Data gathering meeting & commitment

• Work with your Financial Advisor and your dedicated Financial Planner to identify the planning points that you wish to be included in your Financial Plan.
• You commit to provide the requested information to us within a timely manner.

Engagement

• We will follow up with a Wealth Advisory Services Agreement, which should be signed and returned, along with your documents and information requested to create your personalized Financial Plan.
• The planning fee is customized based on the complexity of the plan with various payment options available.

Develop recommendations & create plan

• Once we have received your documents and information requested, we will schedule your Delivery appointment for approximately three weeks from then.
• As we develop your plan, we may contact you for additional information or clarification as needed.
• If you need more time, that is not a problem, we will just reschedule your appointment to ensure that we can complete your Financial Plan thoroughly and accurately.

Financial plan delivery

• We will present your Financial Plan to you in an interactive goals and strategy session.
• During this meeting, we evaluate and highlight considerations, and provide you with an action plan of financial planning next steps.
• In most cases, payment will be due at this time.

Follow up conversation

• Reconvene to answer outstanding questions if we have not already met to begin implementation
• Introductions via email between you, our team, and your CPA and/or attorney.

Plan implementation

• Additional follow up meetings as needed to continue working through your personalized Financial Plan action items.