Individual Financial Planning
Individual Financial Planning
Our approach to financial planning is defined by a process that provides you with the guidance you need to make an informed decision. By taking a holistic, comprehensive approach, we work with you and your existing advisors to ensure your financial plan is coordinated and fully integrated. During your onboarding, we use a two-stage approach to build your financial plan. Once your plan is designed, we hold up to three annual meetings depending on your needs:
STAGE 1: Clarify & Envision
Introduction Meetings
- Explore values, goals, coordination gaps and determine ideal client fit
Clarification & Projection Meeting
- Verify monthly cash-flow, risk tolerance, and insurance needs
- Build an interactive financial plan projection, test for contingencies
- Collection of necessary documents
STAGE 2: Empower & Action
Plan of Action Presentation
- Summarize plan, prioritize objectives
Implementation Meeting
- Ensure that assets are invested in alignment with desired outcome and risk
tolerance - Implement insurance strategies
- Confirm communication plan
Personal Intro’s
- Brainstorming people we should meet
ONGOING: Annual Meeting
- Financial Plan Review
- Risk Management Review
- Wealth Management Review
Once YourBlueprint is executed, we provide continuous meetings year-round to re-assess and help ensure your goals are being met.
Take our free report to get started. How financially and mentally ready are you to inevitably leave your business?
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