Our Process
Our 5 Step Approach to the Financial Planning Process
Questionnaire
Estimated time: 15 Minutes
We review your financial situation, comparing it with your questionnaire to determine if your goals align with your capabilities.
Plan Collaboration
Estimated time: 1 Hour
After finalizing your plan, I will present the proposed steps needed to achieve the goals and expectations established during our consultations.
Implementation
Estimated time: 1 Hour
We begin with a set of questions to determine how we can best assist you and serve your interests.
Data Gathering
Estimated time: 1 Hour
While we gather information, we’ll work together to establish precise expectations and devise a customized financial strategy that suits your unique needs.
Plan Review
Estimated time: 1 Hour
Now that our plan is operational, we will regularly review and modify it as necessary according to your changing goals and life situation.
