Client Planning Process

The following outline will walk you through the steps of the comprehensive financial planning process with ongoing support.

Step 1: Introduction 
In this complimentary phone call, we will discuss your unique situation, your concerns and goals. I will share ideas of how we might work together to tackle any challenges or to begin to plan for goals which you deem important.  At the end of our meeting  we both should be able to decide whether working together makes sense for both of us. If there is not a mutual fit,  we can refer you to a firm who might better suit your needs.

Step 2: Discovery Meeting
In this complimentary meeting, we will discuss your unique situation, your concerns and goals. We will work to understand your vision for your future.  I will share ideas of how you might work together to tackle any challenges or to begin to plan for goals which you deem important.  At the end of our meeting  we both should be able to decide whether working together makes sense for both of us.

Step 3: Getting Organized
In the first meeting after an Agreement is signed,  we will gather the appropriate financial  information to better understand  where you are now.  We'll explore possibilities and start to set goals.  

Step 4: Plan Build and Creating 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 5 – 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 6 - 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.