Client Planning Process

The following outline will walk you through the steps of the comprehensive financial planning process

Step 1: Introduction 
Complimentary 30 minute call to discuss your financial concerns and how I can be of assistance to you. We will discuss your needs and what services I can offer to help you address your concerns. We will chat on the phone to get to know each other and mutually decide if we are a good fit.

Step 2: Getting Organized
In the first meetings, we will discuss your unique situation, your concerns and goals. We will work to understand your vision for your future.  We’ll gather information to understand  where you are now and where you want to go. We'll explore possibilities and set goals.  

Step 3: Create Your Financial Roadmap
Your financial plan is like your financial roadmap that you can work from as you start taking the strategic actions required to reach your goals. Together we’ll work through your plan, answer all your questions, and give you guidance at every turn.

Step 4 – Plan Implementation 
We will present our strategies and recommendations on how to implement the financial plan.  We will prioritize your Action Items to implement your financial plan. At Envision Financial Planning, we will be right by your side at every point in your journey, helping you work on your vision. 

Step 5 - Review and Update
A detailed financial plan is the beginning of our journey. Our regularly scheduled reviews and meetings allow you to check in on your progress and recalibrate if necessary. During our time together we’ll revisit your goals, celebrate your wins and make course corrections to your plan as needed.

Ongoing Availability: I will be available by email, phone or virtually to discuss any issue that arises so we can make the necessary adjustments for those unexpected events which will inevitably occur.