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7 Steps to Success The Seven Steps to Financial Success is a win-win approach for both clients and advisors. Developing financial advice tailored to each client’s situation isn't an overnight process – it requires a commitment from both of us. This summary spells out my approach to building a brighter financial future for you. It’s simple to understand and implement! STEP 1 Initial Inquiry When you contact me, I’ll provide a description of my services, philosophies, methodology and fee structure. I’ll also direct you to my Web site or mail you an introductory packet to help you learn more. If you feel that my services will meet your needs, we'll schedule a no-obligation "Get Acquainted" meeting and you'll need to complete a Confidential Financial Questionnaire. This summarizes your current financial status, concerns and gives us a place to start the discussion. STEP 2 FREE, No Obligation “Get Acquainted” Meeting During the meeting, we'll discuss your key financial issues. It’s an opportunity to exchange information about your needs and objectives, discuss which of my services are right for you, and provide you with an estimate of the costs. Remember, I do not accept commissions, and only charge for my services on an hourly basis. When you choose to proceed, you sign the service agreement, provide me with an initial deposit and I will provide a list of information needed so that I can begin work on your personal financial plan. STEP 3 Data Gathering and Initial Preparation When I receive your information, I will begin to review the specific areas we agreed upon and to develop your custom financial plan. I will prepare initial reports to discuss with you at our next meeting. STEP 4 Interactive Goal Setting Depending on your individual circumstances and the scope of the project we may hold a "goal and fact checking" meeting. This meeting provides another opportunity for you to clarify your current situation, financial goals and objectives, and to discuss any additional questions and concerns. We can also work on refining your financial goals and objectives to assure that your concerns are addressed. I will also discuss any initial findings. STEP 5 Analysis and Plan Formulation At this point, the ball is in my court. All you have to do at this point is await our next meeting. Based on the information you have provided and the scope of the project, I will research and analyze various scenarios and produce the final report. The report includes my observations and assumptions, specific recommendations and an action plan for your unique situation. STEP 6 Presentation Meeting Together, we will review your personal financial plan and my recommendations. You now hold your personal blueprint for financial success designed with your goals in mind. You are empowered with specific action items to implement your financial plan and start improving your financial future. You have all the information you need to implement the plan on your own using the recommended resources. If you wish, you may employ me to assist you in carrying out the plan. At this time, the remaining fee for the work performed is due and, unless you decide to have me perform additional work, there are no further obligations from either of us. I will contact you after 30 days to see if you have any questions or need clarification about specific recommendations. STEP 7 Financial Checkups I do recommend getting together for financial reviews on a regular basis and when major life events occur, such as a job change, marriage, or new child. There are no requirements that you do so. If you desire I can set up regular meetings as frequently as you desire. Good financial planning is an ongoing process, not a one-time event. Proper implementation of a financial plan and periodic professional reviews are crucial to reaching your financial goals. I urge your prompt attention to the action plan items. It’s about your financial future.
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