Building Plans for a
Our process always begins with an introductory call to make sure we’re the right fit for each other.
The Bucket Plan®
After our introductory call, we embark on our 4 Step process:
Where You Are Now
We’ll hold your first meeting either in-person or virtually. And if you’re married, plan to have your spouse join us. During this time, we’ll find out more about you, dig into your goals and dreams for the future, and get a clear picture of where you’re starting from. We’ll also share our process and a little bit more about how we work. If we both agree we’re a good fit, we’ll complete a planning agreement and go over our cost structure.
Where You Want to Go
In our second meeting, we’ll start organizing your financial life. We’ll take a deeper dive into your current financial picture, analyzing your cash flow and net worth and reviewing your taxes. We’ll also take this time to help you prioritize your goals. Then we’ll use this information to develop a plan to turn your goals into reality.
Your Holistic Plan
Our third meeting will be used to deliver your customized Bucket Plan, which is tailored specifically for your needs as we consider funds you need now, funds you need soon (the next 10 years) and those funds you need for later – the 10+ years of financial needs. We’ll outline our recommendations about aligning your risk tolerance with your investments and optimizing your taxes, and we’ll take the first steps in putting your plan into action.
Service & Support
After we’ve worked together to implement your plan, we’ll serve as your trusted advisor, providing active management and ongoing advice to you and your family.