HOW DOES THE PLANNING PROCESS WORK?
Decide to work together 1/2 Payment Due
Balance Due
IMPLEMENTATION AND MONITORING
Quarterly 180 days
INTRODUCTION
GATHER& ORGANIZE
DESIGN & CONFIRM
ENLIGHTEN
Quarterly 90days
Quarterly 270 days
■ Review Situation & Assumptions ■ Set 1,3,5,10+ goals ■ Risk Tolerance Assessment ■ Preliminary Scenario Design ■ Stress Testing ■ Planning Confirmation
■ Deliver plan
■ Get to know each other ■ Identify yourgoalsand concerns ■ Roles and responsibilities ■ Align partnership expectations ■ NextSteps Decision
■ Create online
Recommendations ■ Education ■ Strategy Details ■ Action plan for implementation ■ Account(s) set up ■ Account Transfer Steps
financial profile ■ Gather Financial Data ■ Upload financial Documents ■ Initial Analysis of Data ■ Prioritize Goals & Concerns
Annual Review 360days
Quarterly check points can be done in person, phone, or virtual. ✓ Deliver plan recommendations ✓ Education ✓ Account(s) set up ✓ Action plan for implementation
30 - 60 minutes 2 weeks after ‘Getting Organized’
30 - 60 minutes 1-2weeks after ‘Introduction Meeting’
60-90 minutes 2 weeks after ‘Vision & Goals’
60minutes
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