What should you expect from your financial planning consultation? On the first meeting, the planner is going to 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 the meeting the planner will likely request documentation to support your analysis and once the documentation comes back, our team will put together the analysis and prepare for a follow-up zoom meeting. On the zoom meeting, you and the planner will review big picture items – where you stand, any areas of weakness or opportunity they see. They’ll be prepared to give you specific recommendations and actionable items to put into your plan. If you want to learn more about the financial planning process or our team, feel free to reach out.
