Our Remote Planning Process
We have a streamlined, convenient remote planning process that delivers collaborative financial planning anywhere in the world. We have worked successfully with hundreds of clients using the easy process outlined below.
Step 2.
We reply to your inquiry and book a virtual meeting. We use the initial consultation to understand your needs and to explain our services.
Step 3.
To begin the planning process, we will send a link to a secure, online questionnaire that helps you gather your financial information. It’s self-paced and you can drop PDF statements directly into it.
Step 4.
After you complete the questionnaire, we create a financial snapshot of your current situation and ask you to schedule your first planning session. You will be given online access to applications used to develop your financial plan. Each step of the comprehensive financial planning process is done collaboratively during a series of calls. Screen sharing makes collaboration very easy.
Our standard planning arrangement is for six months during which you can have an unlimited number of consultations with us. Most clients schedule planning calls at intervals of one to three weeks. And most plans require about four calls.
Step 5.
Certified Financial Planners are required to have a signed written agreement with clients. We provide this to you via DocuSign. Once the agreement is signed, we will send an electronic invoice that you can pay online through Quickbooks Online Payments.
Ready to Get Started?