Financial Clarity Process

 

1. Discovery + Visioning

  • Your Story & Our Story
  • Clarify Goals
  • Identify Opportunities and Risks
 

2. Document Deep Dive

  • Data Collection
  • Analyze Tax Return
  • Build Balance Sheet
  • Forecasting and Scenario Analysis 
 

3. Roadmap

  • One Page Strategic Plan
  • Tailored Strategies
  • Financial Action Checklist
 

4. Onboarding

  • Account Set-Up and Transfers
  • Establish Priorities
  • Launch Dashboards and Portals 
 

5. 45-Day Follow Up

  • Statement Review
  • Financial Action Checklist Next Steps
  • Q & A
 

6. Ongoing Care

 

Check-In

 

Fall Review

Spring Review

 

Check-In

 

 

Contact us today to see how a financially sound plan may bring you closer to your goals.