Our Cash Flow Confidence Plan
Our process gives you confidence to know which course of action is right for you!
CONVERSATION
INTRODUCTORY CALL
⇢
Scheduling an introductory call is the first step in identifying what you need and determining if we are the right fit for you. Based upon the conversation, you will either have action items to implement first or we can move forward and schedule our initial meeting.
INITIAL MEETING
⇢
Pick your favorite coffee, sit back and relax as we get to know each other. This time is dedicated to understanding who you are, what’s important to you, where you want to go, and why! We end the meeting with a brief review of your financial documents and answering any questions you may have.
STRATEGY
BEHIND THE SCENES
⇢
Within 48 hours of our initial meeting and receipt of your financial documents, we will start your behind the scenes review. We begin by analyzing your taxes, bank and credit card statements, gifting, savings, and investments patterns in order to document your lifestyle needs. Then we run several scenarios to test the potential longevity and strength of your resources and the potential cash flow in retirement. These scenarios included your goals so you see our previous conversations integrated into a well-documented Cash Flow Confidence Plan!
PRESENTATION
⇢
You have waited two to three weeks and the moment has arrived – it is time for the Cash Flow Confidence Plan presentation! This interactive discussion walks through each component of the plan, from a synopsis of who you are and the goals you want to achieve, to the spending analysis, to projecting the annual savings, investing, and future withdrawals needed to reach your goals. You will leave this meeting with a digital and printed copy of your Cash Flow Confidence Plan
ACTION
IMPLEMENTATION
⇢
Now that you have the plan, it is time to take action! A separate meeting will be scheduled to discuss the proper placement of your investments for tax efficiency, risk tolerance and time horizon. Specific fund recommendation and assistance in rollovers and transferring funds will be completed. During this time, we will also review and establish systematic investing and saving, as needed.
ANNUAL REVIEW
⇢
This is no ordinary review! Every year we update your Cash Flow Confidence Plan with the changes that have occurred in your life. This includes not only your goals, dreams, additions to the family, and health concerns, but also market impact and returns, savings, cash flow, expenses and investment changes. Since we invest and provide counsel based upon our last conversations and your Cash Flow Confidence Plan, it is key that we connect annually so your investing remains in alignment with your risk tolerance and time horizon.
As Seen On:
Previous
Next
For over twenty five years we have helped individuals, just like you, have confidence in their financial decisions. It’s time your finances became Crystal Clear!
