As we approach year end, what better time to get your financial house in order than now? With that being said, I thought it would be a great idea to review exactly how I work so if you feel my approach would make sense for you, you can schedule a complimentary Discovery meeting with me today.
My approach to financial planning is called Vision Based Financial Planning. It is my version of comprehensive financial planning that focuses on the vision clients have for their life. The relationship starts by scheduling a Discovery meeting with me where I will listen to your financial dreams, concerns, and vision. From there I explain the entire financial planning process, how I work and what you can expect from our financial planning relationship. At the end of that meeting, we will assess if I’m the best fit for you and if so, what the fee will be for my services will be. If it’s a good fit we move forward in the financial planning process. If not, I will do my best to refer you to someone who is a better fit and we simply part ways graciously.
Should we decide it’s a good fit, we will move through the initial Vision Based Financial Planning process which includes the Data meeting, Strategy meeting and Implementation meeting. I help clients by creating an actionable financial plan that focuses on all areas on their financial lives and then help them implement that financial plan. Sometimes that means, managing clients assets or helping them get the proper disability, life or long term care insurance in place. For services I do not offer, I work with my clients to refer them to professionals I have relationships with to get their needs addressed.
Once we have the game plan in place, we schedule a review meeting 6 months later to address any changes or updates and simply confirm you are still on the right path toward your goals. And in between all meetings clients have access to me via email or phone to answer any further questions they may have.
The process and relationship is designed to help you become educated and empowered making smart financial decisions for yourself and your family that will help you pursue the vision you have for your future.
If this relationship sounds like something that would benefit your financial situation, I encourage you to schedule a complimentary Discovery meeting with me today. You have nothing to lose by meeting with me. I will only do my best to help you whether that is with me or referring you to someone else.
You can request your meeting with me by visiting my website- Become a client tab.
Thank you for watching, I look forward to meeting with you soon!