The Financial Planning Process


  1. Intro Meeting: Set Client Expectations
  2. Strategy Meeting: Understanding the Client’s Personal and Financial Circumstances 
  3. Strategy Meeting: Identifying and Selecting the Client's Financial Priorities
  4. Analyzing the Client’s Current Course of Action and Potential Alternative Scenarios
  5. Developing the Custom Financial Planning
  6. Delivery Meeting: Presenting the Financial Planning Recommendation(s)
  7. Implementation Meeting: Implementing Agreed Upon Recommendation(s)
  8. Recurring Meetings: Monitoring Progress and Updating