Plan + Retainer Option

After our meeting, if we decide to work together we will sign a contract that spells out the parameters of our engagement, and my responsibilities to you.

Now we’ll start collecting data from you to build your plan. There will be a bit of back-and-forth to get clarification around your data and goals.

Once all your data is received, and my questions have been clarified, then I can build your financial plan. Our second meeting will take about 30 minutes, and we will use it to review your cash flow statement and ensure that not only the information looks right, but any assumptions made are accurate. The cash flow statement is the whole foundation of your plan, so this is important!

When we’ve agreed that all looks ok, I will complete your final (for now) plan (plans change!) and we will schedule about 60 minutes for our third meeting to go over the results. I will create a list of recommendations for you, based on the plan and your feedback during the meeting – this is our to-do list, and we will work on it together over time (meetings #4 – 8, 9, or 10).

We will prioritize the to-do list we created, and work on 1-2 items at a time until we get through our list.

Since we will be working together on the list, we will have a lot of contact at first, which will lessen somewhat after we accomplish the things on our list, and goals are being reached. We will always meet annually in person, and at that time we’ll re-run your plan with any new information or changes. I will also check in with you at least 3 other times a year, by phone or email (whichever is your preference).