1. Initial Meeting
- Fact gathering
- Identify objectives
- Define scope of engagement and timeline
- Fee estimate
2. Present Financial Plan
- Thorough walk through of every page in your customized financial plan.
- Provide recommendations and implementation advice.
- Review spending and cash flow
- Risk assessment/insurance checkup
3. Execution
- Account(s) setup
- Trade execution
- Insurance Enhancements
- Software setup
4. Annual Reviews
- Bi-annual reworking of the financial plan with current numbers
- Performance updates
