Vin and Bonnie's experience with Will is a video of one client’s experience with us.
When we meet, we start by identifying your values. With your values, goals and concerns identified, we can have a meaningful conversation about your expectations of me and my staff. Specifically how we can help you, the complexity of your situation, the scope of services you would like addressed, how much contact you prefer, and how you would like to work with us.
We then schedule time for the following meetings:
· Data Gathering – validate facts as well as feelings about your finances
· Strategy Session – discuss actions that can help you pursue your goals
· Plan Presentation – a customized financial plan with relevant and actionable recommendations for your financial situation
· Recommendations Checkpoints – follow up meetings to help ensure you are on track
In future years you determine the frequency of our tracking reviews, annual, twice a year or more often.