1. The Introductory Discovery Meeting
This is our first meeting together where we will provide you with a brief overview of our financial planning process. You will learn about our "Financial Junk Drawer" analogy as well as our "Money is not Math, Math is not Money™ concept during this meeting. At the conclusion of the meeting you will have a new view your financial world and learn how our financial model can help ensure your financial success.
Once we have created your own financial model, or what we call your "financial game board," you will see and understand how your income, your assets, your liabilities and your insurance policies may be optimally positioned, coordinated and integrated. We walk you through each section of your model to provide you with a clear understanding of your entire financial life.
After reviewing your own financial model and having identified opportunities or problems, you will be able to decide which actions you want to make in seeking to improve your financial position. You will have an ideal model to reference and compare to your financial model. We will help you to test, measure and verify any financial decision before you make the decision.
By simultaneously increasing the efficient and effective use of your money, implementing any desired action items and participating in periodic reviews and updates, we seek to help you create greater financial opportunity. Getting together to review your financial model often, is imperative to achieving financial success. We will provide you with the guidance and service to help you achieve your financial goals and objectives. We succeed together!
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