The First Interview Experience®
We begin our very first meeting, The First Interview Experience®, by gathering important information about you, your family, your current financial situation, and your financial goals.
We seek to understand what is important to you and why. Our goal for this meeting is to formulate your Personal Values Statement (mission statement that speaks to why you make decisions based on what you hold most important in your life).
This statement becomes a foundation for your continued success.
Financial Foundation Assessment®
Next, we develop your personal Financial Foundation Assessment®. This is a comprehensive package for your review, which incorporates the information gathered during our first interview.
We will compile your personal values statement, goals, milestones, dangers, opportunities, and strengths into a financial planning strategy. At this point in our process, you and your advisor agree to enter into a client/advisor relationship.
Personal Foundation Plan®
Your Personal Foundation Plan® is your blueprint for success. During this step of our process, we create a snapshot of your current reality and model what accomplishments will be necessary in order to potentially achieve an ideal future.
The advisor presents a financial plan during the Plan Presentation Meeting, which illustrates assumptions and projections based on the data provided. The purpose of this plan is to provide a simple-to-understand outline of how financial decisions are made.
The Financial Solutions Toolbox®
Once we have created your customized plan, selecting the right tools for the job is essential. Your advisor, in conjunction with our portfolio services team, will utilize The Financial Solutions Toolbox®. This includes personalized tools identified to accomplish your goals and move you closer to your ideal future one step at a time.
Milestone Review Method®
Getting on track is important, but staying on track is paramount. Your advisor will conduct a Milestone Review Meeting with you every 6-12 months to carefully review all the accomplishments made for each milestone. As our relationship matures, the Milestone Review Method® allows us to make adjustments, celebrate achievements, and ensure that you are on track to meet your goals.