The Financial Blueprint Process

At our initial meeting, we will conduct a discovery interview. This will identify the obstacles you face in achieving your financial goals. We will look at where you are, where you want to go and how we can maximize the possibility of getting you there.

This is where we present our complete diagnostic of your current financial situation and our recommendations for how to help you bridge the gaps in order to reach your goals. This plan will form the foundation for all of our work together. Since we are looking for a lifelong relationship, we encourage you to take the time necessary to be completely comfortable with the plan before taking the next step.

At this point, we will be ready to make a mutual decision about whether our firm can add substantial value and, if so, how to proceed. If you decide to work with us, we will make a mutual commitment to work toward achieving your goals. Together, we will execute the documents necessary to put your investment plan in motion.

At this meeting, we will help you organize all of your paperwork. We will also answer any questions you may have so that you understand exactly what is happening with your money.

These meetings, scheduled at your convenience, give us an opportunity to review any major changes in your personal or financial situation since our last meeting and determine if these changes necessitate adjustments. We will also review your overall progress toward your long-term financial goals.