The Extra mile
Now comes the important part: executing the plan. You can know what's wrong with your situation. You can even know how to fix it. But if you never lift a finger to follow through, you'll still wind up with big problems.
That’s what we mean by a “process.” It isn’t about “just” a written plan. By entering into our Financial Planning Process, we stick with you to help you get back on the right financial track. That means working with you during subsequent meetings to help you make sure all those things we discussed get taken care of.
That could mean meeting with your and your attorney to ensure your estate plan is drafted correctly. Or sitting with you on the computer to make changes to your 401(k) plan. Or talking with your CPA in order to maximize your deductions and minimize your taxes. That is what The Financial Planning Process is about.
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