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WHAT’S INCLUDED:
One On One Comprehensive Financial Planning For Each Member/Family
Phase 1: Evaluation
Each member/family will receive 3 planning meetings to talk through their full financial plan. The first step is evaluating where they currently are in their financial journey by helping them organize their financial picture.
Phase 2: Recommendation
After understanding each member/family’s specific situation we will then be able to make sound recommendations to put them on the path to success.
Phase 3: Implementation
After recommendations have been given, we will walk each member/family through the necessary steps to ensure they act on the recommendations given. We will follow this final meeting with annual reviews to ensure each member/family stays on track.
Benefits for Participants
Custom Designed Family Plan:
We will work alongside each family as the “Family Chief Financial Officer", to equip them with a custom designed path towards financial stewardship and growth. Our goal is to help them harmonize all elements of finance (budget, debt, tax, investement, retirement, etc.)
In addition, they will also receive annual reviews (at no extra cost) for the ongoing monitoring and development of their plans.
Access To Our Suite Of Planning Tools.
Families will also receive access to our suite of planning tools that allows them to create and model scenarios and projections to identify and measure each step of progress along the way.