Financial Planning
“It is our belief that a successful retirement is not dictated by your wealth, but by your life. Ultimately, the value of your wealth is relative to your wants and needs. To that end, it is our mission to try to understand your life goals and help you chart a course that will allow you to use your resources to live the life that you desire.”
Introductions & Discovery Meeting
In an introductory meeting, we want to know what kind of assistance you are seeking and if our firm might be a good fit.
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If so, we will dive deeper and ask a boat load of questions as we try to discover as much about you and your family as possible. You will undoubtedly do most of the talking as we try to understand your values, your hobbies, your interests, your goals, and the most important people in you and your family’s lives. You can be certain that we will also discuss your assets, liabilities, cash flows, tax situation, estate plan and much, much more. We will defer any discussion of investment management to a later session—at this stage, it is more important that we get to know you and understand your situation as best as we can. After our first meeting, we typically request documents to support the information gleaned during our introduction and discovery session.
“State of the Union” Meeting
After we have had time to review your unique situation, we will reconvene to discuss our findings and observations as we present to you a “base case” financial plan.
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We will cover strengths, weaknesses, opportunities, and threats as we present planning possibilities that you may not have previously considered. We will often run live “what-if” scenarios based on your inputs. This session is designed to show you what is possible for you and your family.
Investment Recommendations & Financial Plan Implementation Proposal
In this third meeting, we are finally ready to discuss investments!
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We will cover our investment process and make asset allocation recommendations as we propose steps for implementing your financial plan. This will include a discussion of ongoing roles and responsibilities as well as coordination with your other trusted advisors (CPA, estate planning attorney, etc.). Should you accept our proposal, we will set the stage for ongoing monitoring and reviews.
Important Notice:
We work hard to take as much weight off of your shoulders as possible so that you may focus your time and energy on enjoying life and/or retirement. That said, this is a without a doubt a collaborative effort. From time to time, there will be tasks and/or assignments that you will need to complete for this to be a successful partnership. This includes (but is not limited to) regular meetings, providing supporting financial information, tax returns, statements, etc. Some of these items will require promptness and will need to be completed on your time between meetings. Ultimately, the more complete data and supporting documentation that we have on file, the better we can help you make sound, long-term financial decisions.
Schedule a Complimentary Consultation
Let’s talk to find out how we can help you.
303-837-1187
Or you may complete the form below and we will be in touch with you as soon as possible to schedule a consultation.
