17400 Laguna Canyon Road,,
Let's get to know each other. That's what this meeting is all about.
We get to work analyzing your current situation.
Your financial plan is delivered.
The plan is finished, now let's take action.
Our Discovery Meeting is always complimentary.
The first goal is to understand what's important to you. Do you feel like you're on the right track? What's important to you? Where do you see yourself in 5 years? How about 10 years?
We'll spend time getting to know each other and then discuss your current financial situation.
This is where we get to work. After we know your story and goals, it's time to begin the analysis. Our areas of analysis will be dependent on which of our planning platforms you are using and what your priorities are.
You'll receive a checklist of the documents we need to collect from you. We will also get you set up with your personal planning website in this phase.
Once the analysis is complete, our team will present the findings and a plan to overcome the challenges you face. Each area of planning will have its own analysis and corresponding suggestions. The final product of your plan is a list of action items that we recommend.
A plan isn't worth the paper it's written on, unless its implemented. Our team is here to act as your catalyst to implement the recommendations made in your plan.
We work with you to determine which recommendations you'd like to implement, and the order in which they're implemented.
The plan was built and implemented, but our work isn't done. Let's continue to meet to make sure we stay on track. When changes arise and new planning opportunities are available, we'll be sure to incorporate them into your plan.