Getting Started With A Financial Plan
What is a financial plan?
A financial plan shows all the details of your current circumstances and allows us to illustrate your short and long term goals. We ask you to complete our data gather questionnaire and forward us a list of documents. Once we receive all the data from you, we work on building your plan in a format we are comfortable with analyzing.
Let’s Get Started!
Data Gather Questionnaire - You can start by completing the data gather. Please do not let the document overwhelm you. If you are unable to obtain everything, that is okay. If we need more from your once we begin building your plan, we will reach back out to you. To securely share documents with us, please upload here.
Financial Planning Agreement - You will be receiving the financial planning agreement and can either sign electronically or we can provide you with a hard copy of the agreement.
Once we receive all the information back from you, we will begin building your Financial Plan. We then will reach back out to you to schedule an appointment for your Financial Plan presentation. This appointment is around 2 hours.
During the Financial Plan Presentation
The day has come! We will present the financial plan to you either virtually through Zoom or in our office. There is no need to prepare for the meeting. You can take notes if you would like, but we will provide a summary after the appointment. You are free to ask as many questions as you need. This appointment is for you. Generally, the first half of the meeting is to make sure we agree on all the data and the second half is analyzing your plan.
Conclusion
We will forward you a summary letter outlining all the topics that we discussed and add in any recommendations, suggestions, or observations. We will also include any follow ups that are needed. Please give us about two weeks to prepare the summary for you.
You will have access to the financial planning software called eMoney. This is the software we spent most of the time in during your appointment. If you decided to only have us work with you on a financial plan, you will have access to eMoney for one year following your appointment. You can ask us additional questions if needed. At the end of one year, your eMoney access will be revoked.
If you decide to move forward with our firm’s investment management services, there is no deadline with eMoney. We will get you started with our onboarding process to move open new accounts and transfer your assets.