You take action to make the improvements we discussed. It may take time and effort on your part, however, you will get the most out of our work together by doing so.
Many clients will have all of their questions answered in one meeting, for others it may take two or three. You can book more than one Question and Answer session. Advice is available on a first-come-first serve, as-needed basis.
implementing + refining
You receive additional information pertaining to your Action Items. For example, an Investment Worksheet, which gives you specific instructions across multiple accounts. You will receive access to interactive financial planning software and more information and reports depending on your circumstances and the topics we cover.
The time and cost for a Financial Plan varies from client to client. Some clients will have all of their Action Items after four meetings and for others it may take six or more meetings.
When you’ve completed most of your Action Items and have a plan in place, we’ll meet about every six months. We track progress, build on the work we’ve done, and make adjustments depending on what life brings…new job, new relationship, new baby or a move etc. I don’t require an ongoing relationship with clients, but most seek that out so that they are confidently and effectively making financial decisions.
With your help, I revise your Action Items and track your progress so that you have updated next steps and can continually improve your finances.
Here are three fictitious examples of client situations and the associated cost and services: