Disciplined Planning Process

"If you can't describe what you are doing as a process, you don't know what you're doing."

- W. Edwards Deming

1. Discovery Meeting

Our process starts with a conversation. We want to learn about you, your vision, your values, and what's important to you. In addition, we will share our philosophy and services to illustrate where we can add value. Ultimately, we both get to explore what it might look like working together.

2. Organize and Analyze

Compile your financial documents, and we will help you put everything in order. A thorough analysis of your current financial situation establishes a baseline and helps to determine your specific needs and next steps.

3. Strategy Meeting

We present our plan and strategy that would set you on a course towards your stated goals and revealed needs. We will recommend and discuss a specific service solution tailored to your needs and will seek your approval and commitment to move forward in working together.

4. Implement Strategy

A financial plan is worthless unless it is implemented. We will work with you to put our recommendation into action.

5. Orientation

Depending on the services being provided, we will work with you to make sure that you have access to your financial plan and/or your investment accounts. We will also discuss the need for any outside coordination with other professionals that you may work with. Lastly, we will check with you about your initial experience to make sure we have met your expectations.

6. Strategy Meetings

Life brings surprises and changes. We will continually monitor and update your financial plan in light of your changing situation and needs. We will also continue to evaluate our services, level of communication, and overall relationship with you.