Situational Assessment

  • Clarify current standing and future expectations with regards to your life and money matters.
  • Establish expectations and timeline.
  • Restatement of planning objectives.

Life and Financial Analysis

  • Review past, current and future financial and life commitments.
  • Prioritize goals by importance.
  • Benchmark life and financials.

Draft Presentation

  • Understanding needs.
  • Establish attainable milestones.
  • Preliminary analysis.

Commitment to Recommendations

  • Review final plan design.
  • Confirm that solutions are aligned for short-term and long-term success.
  • Workflow of implementation.

Reviews and Forecast

  • Onboarding onto platform.
  • Statement review.
  • Draft schedule of milestones.