The “MADE” Planning Process
A clear, collaborative path from first conversation to lasting progress, designed around your goals, your family, and the life you want to build.
Meet
Discover how we can help you achieve your goals with a complimentary call. This conversation allows you to learn about our comprehensive financial planning process, understand our approach, and see how we can meet your unique needs.
Analyze
Take a thoughtful dive into your financial future with a complimentary consultation. Together, we’ll explore and clarify your goals, then explain how our financial planning services can help you achieve them.
Design
Work together to gather the details needed to design your personalized financial plan. Through a series of thoughtful meetings, we’ll craft a plan tailored to your goals, complete with clear action steps to set you up for immediate progress and lasting success.
Execute
Implementing your financial plan to take meaningful steps toward your goals. Whether you choose to take action yourself or delegate certain tasks, we’ll guide you through each phase, providing regular updates and making adjustments to keep you moving forward.
Ongoing Financial Planning
Two Annual Meetings
First Half of the YearEvaluate where you stand with short- and long-term goals, and adjust strategies as needed.
Analyze income, expenses, and savings to ensure alignment with your financial objectives.
Review portfolio performance, rebalance as needed, and ensure alignment with your long-term plans.
Address any significant changes (e.g., marriage, new home, career shifts) that may impact your financial goals.
Comprehensive review of financial progress, with updates for the next year based on evolving goals and circumstances.
Finalize strategies for the current tax year, explore tax-saving opportunities, and prepare for next year’s tax goals.
Assess retirement savings, contributions, and strategies to ensure alignment with long-term goals.
Review and update life, health, disability, or long-term care insurance to maintain appropriate coverage.
Ensure wills, trusts, and beneficiary designations are up-to-date and reflect current intentions.
Unlimited Check-ins
Touchpoint meetings to review progress on key financial areas such as:
- Any new goals, life changes, or unexpected financial concerns.
- Cash flow and savings updates.
- Investment performance and market conditions.
- Debt management strategies.
Our Thoughts on Investing
Ready to begin the process?
Take a thoughtful dive into your financial future with a complimentary consultation.
Schedule a Free Call