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Step 1 - Let's Get Organized

What is Financial Planning?

What is Financial Planning?

Financial planning is the organization of resources to support your life goals, aspirations and needs.  Taking into account the many factors that can influence, shape and impact our desired outcomes.   

Our process will help you make the most of what you can control and plan for opportunities, challenges and risks along the way.  Financial planning is an ongoing process.  Your journey is unique, your values personal.  How and when you take action, will be on your schedule.  We will be there with you every step of the way.  To advise you, update the plan, adjust and reflect as your empathic guide.  

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<strong>Phase One Objectives</strong>

Phase One Objectives


What will we seek to accomplish in our first few meetings

  • Identify desired outcomes, concerns, & goals
  • Collect important financial information to support building your financial plan.  
  • Established Personal Financial Reminders
  • Provide Access to Personal Financial Management Platform & Online Portal 
  • Completed a meeting with all financial stakeholders you are currently working with to serve your plan


Action Items to complete 

Schedule Financial Planning Meeting

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WHAT DO I NEED TO GET STARTED?
<strong>Information Required for Phase One</strong>

Information Required for Phase One


The purpose of phase is to get organized.  Collect and organize all of your financial information in one location to build, manage and execute your financial plan today and into the future.  It is common to have financial documents, investments, bank accounts, insurance policies and legal documents in several places unorganized or not in a place to be part of a process. 

To get started we will take time and make time to pull together your current financial standing.  Start building a picture of where you are at financially and further define what you want to accomplish in the next year, five years and beyond.  Personally, professionally, emotionally and financially.  



Information Required for Phase One 


FINANCIAL INFORMATION TO GET STARTED