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FINANCIAL PLANNING

Our Process for Financial Planning

Personal financial planning should be personal.  We use the Money Quotient True Wealth Process™. Our process usually takes 3-4 meetings, starting with a complimentary get acquainted meeting.

EXPLORE

1. Get acquainted.  
2. Learn about your needs, concerns and aspirations.
3. Provide information about our process.
4. Relate our services to your issues.
5. Determine fit and establish relationship.

ENGAGE

1. Gain awareness regarding your unique frame of reference.
2. Listen to your perspective.
3. Identify your true values
4. Clarify your priorities 

ENVISION

1. Guide you in creating a vision of your ideal life.  
2. Help you to define and prioritize your personal and financial goals.
3. Establish guidelines for developing a financial plan that aligns with your values and priorities.

ENLIGHTEN

1. Summarize and clarify insights and knowledge about your values, priorities, concerns, transitions, goals and objectives.  
2. Demonstrate how the financial solutions proposed support your life vision and goals. 

EMPOWER

1. Monitor progress and help maintain focus on your personal and financial goals.
2. Review your life goals periodically to ensure your financial plan continues to support your life vision.
3. Address new issues, transitions and concerns.



COMPREHENSIVE FINANCIAL PLANNING STARTS AT $2000.


LET'S DISCUSS