Step 1: Understand your personal and financial circumstances
This is where Chris will collect your information-everything needed to put together an effective plan.
Step 2: Identify and prioritize your goals
What do you want your future to look like? Retire early? Buy a vacation home? Travel to see family? Chris will help you identify what you value.
Step 3: Analyze current situation and potential alternatives
Chris will determine if you’re on the right track in your current situation and also consider pros and cons to different scenarios and how they may impact you.
Step 4: Develop recommendations
Looking at every aspect of your life and finances, recommendations will be made to help you achieve your goals.
Step 5: Present the recommendations
We will meet to review the recommendations. Many financial plans can be pages and pages of numbers. Chris believes in presenting this clearly and concisely, and objectively laying out the pros and cons of the recommendations.
Step 6: Implement the recommendations
With Chris’s guidance, you will decide what recommendations to implement and how they should be implemented.
Step 7: Monitor & update progress
Once the recommendations are put in place, you and Chris will agree on how and when to monitor the plan. As life changes, past goals may need to be updated also.