Our Assessment Process
Are you serving your money or is your money serving you? Our process is designed to help you clarify your values and lifetime goals and align them with financial strategies that help you to succeed by design rather than default. We believe that each life is unique. Shouldn't your financial planning reflect this?
THE FINANCIAL SNAPSHOT Interview is a no obligation, one hour interview designed for both the client and our planning team's benefit, to determine the following:
- Lifespan goals, dreams, and values
- Fears and dangers to be avoided
- Client risk temperament assessment
- Client expectations
From this interview, our planning team conducts a DOS ANALYSIS
- DANGERS to be avoided
- OPPORTUNITIES that exist within the client's current planning and employment benefits
- STRENGTHS of the client's situation upon which we would build.
Within a week, the client recieves our DOS ANALYSIS in the mail, detailing our intial findings and recommendations, and outlining any fees and charges that might be incurred moving forward. Our goal is to help both the potential client and our team determine if we can be of service through a financial plan, through filling a gap in their existing planning, or by referring them to expertise outside of our firm.
That's it. Straight forward. Non manipulative. Simple. Effective. In language and visuals that you will understand.
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