FINANCIAL & RETIREMENT PLANNING
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FINANCIAL & RETIREMENT PLANNING
Financial planning & retirement planning are much more than just money, numbers, calculations and investments. While these are all pieces of the puzzle – the most important ingredient is purpose – pinpointing what you want from life.
Clearly defining your hopes, dreams, and goals along with your values helps to lay the foundation and establish the first step – a target to aim for.
Next we look at where you are today versus where it is you want to be in the future – and devise a plan to fill that gap.
We then prioritize your goals and execute the strategies that will best suit your circumstances to fulfill on your desired future.
While some advisors view financial planning as a one time event, selling you a 100 page document you’ll never look at again that gets used as lever to sell commission-based products, we see financial planning as an ongoing process.
We stand beside you as your partner every step of the way, all the while monitoring your progress and course correcting as needed while focusing on building the life you want.
“Live the life you’ve dreamed.” – Henry David Thoreau
Our financial planning & retirement planning process occurs over 5 meetings.
Once you have graduated the initial planning our ongoing planning meetings are held 3 times over the course of each year – January, May, & September.
We of course understand that life happens – and we are here for you as needed beyond those planned meetings.
Financial planning services and our meeting structure are laid out in more detail below:
FINANCIAL PLANNING SERVICES
OUR INITIAL PLANNING PROCESS
Would you want to go on an adventure with someone you don’t like? Probably not! Let’s meet and have a conversation to get to know each other, talk about your financial needs and desires on a high level, answer any questions you may have – and just as importantly – let’s make sure we click!
It’s not a great idea to head out into the Big Outside without a plan or an itinerary. Likewise, when it comes to your financial future, having a clear vision of what you want to accomplish, your values, your dreams, and your priorities will help us to design a path that leads to the future you envision.
Whether it’s backpacking, climbing, or any other outdoor activity – you’ve got to make sure you’ve got the right gear and what you do have works! Here we will gather your financial information so we can start to see what you have & what you need – so we can start to secure your desired future.
LET’S PLAN IT!
Just as your map and guidebook are the roadmap to having a successful jaunt in the wilderness, your financial plan is the roadmap to having a successful financial future! In this meeting we will present your plan – recommendations and financial strategies specifically designed to meet your unique circumstances.
LET’S GET GOING!
Your bag is packed, you are at the trailhead and ready to get started! This meeting is where the rubber meets the road – our goal during this meeting will be to prioritize and then commit to implementing the most critical recommendation. We begin the process of moving you from where you are to where you want to be!
Life doesn’t work out perfectly. Things change – your goals, dreams, and plans for you and your family may be different 5, 10, 15 years from now. Ongoing planning helps to keep you on track and to make adjustments as your needs change. No one can predict the future. Our role is to be your guide in an ever-changing landscape.
ONGOING PLANNING MEETINGS
Once we finish our initial planning process you will have made enormous strides towards your desired future – congratulations!
Your finances will be organized, you will have a clear picture of what you want for your future and you will have a plan to get you there. We will have begun to implement the specific strategies to help you arrive.
During our ongoing planning meetings we will continue to execute remaining tasks as agreed, and as life changes we will stand with you as your guide, adapting your plan as need be.
We will meet three times a year as shown below. We of course understand life doesn’t always conform to our plans – we are here for you as needed.
January – February
May – June
September – October
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