Our Process - Financial Planning GPS (Goal Progression System)
The Why & How Orientation™
The introduction meeting explaining the why and how behind what we do.
The Financial Snapshot™
A collaborative meeting focusing on the review of your financial information and the defining of your goals.
R&D Plan Development
Our team completes the analysis and develops the Financial Profile™...your custom financial plan.
The Financial Profile™
Your written financial plan, organizing and clarifying your goals, timelines, and courses of action.
The Financial Decision Maker™
The meeting focused on implementing the action items of the Financial Profile™.
Life-To-Date™ Review Sessions
Proactively scheduled review meetings focused on your plan progress and performance.
