Initial Consult
The purpose of this meeting is to understand if there is a mutual fit to work together.
If moving forward doesn’t make sense, you keep any high-level suggestions and we part ways.
If moving forward makes sense, the “Engage” meeting will be scheduled.
Engage
The purpose of this meeting is to define the scope and terms of a 12 month financial planning engagement.
Collaboration occurs as needed on your selected objectives until the “6 Month Review.”
6 Month Review
The purpose of this meeting is to review progress, understand new circumstances, and consider course corrections.
Collaboration occurs as needed on your selected objectives until the “12 Month Review.”
12 Month Review
The purpose of this meeting is to review progress, understand new circumstances, and consider course corrections.
If moving forward no longer makes sense, you keep any high-level suggestions and we part ways.
If moving forward still makes sense, the “Engage” meeting will be scheduled to renew the process.
