What should you expect from your financial planning consultation? During the first meeting, the planner will want to learn all about you – what your financial goals, priorities, and aspirations are and, most importantly, where you stand relative to those goals today. After, expect the planner to request documentation to support your analysis. Once the documentation comes back, our team will summarize and prepare for a follow-up zoom meeting. You and the planner will review big picture items on the zoom meeting – where you stand, any areas of weakness, or opportunities they see. They'll be prepared to give you specific recommendations and actionable items to put into your plan to achieve your goals. If you want to learn more about our team's financial planning process, feel free to reach out.
