Confidence in Advanced Planning


My objective is to help improve my clients' lives by organizing and optimizing their finances.  To do that, I use a proprietary financial planning process that helps us work together in an enjoyable and low risk way.  Over a series of three meetings, Confidence in Advanced Planning incorporates all the moving parts of your financial situation into one consolidated strategy and action plan:



Information Review

In our first meeting, we review your personal financial information together to gain a shared understanding of your financial position.  We ask detailed questions about your current concerns, long term objectives, and other aspirations that serve as the framework for your financial plan.



Planning Foundations

We use the findings from our Information Review meeting to build a set of "rough draft" scenarios, which are presented in the Planning Foundations meeting.  This gives us the flexibility of testing different strategies and paths you might be considering as potential options.  We make recommendations in the specific areas you wish to cover and offer several options for moving forward.  We then seek your feedback on which aspects of the draft you like and which you don't.



Master Plan Presentation

With your feedback in hand, we create your master financial plan.  This plan includes the portions of the rough draft you like, omits those you don't, and has a very high probability of success based on stress testing and other statistical analysis.  We include step by step instructions you can use to implement your plan, and establish a timeline to complete your to-do items.



Satisfaction Guarantee

The best part about Confidence in Advanced Planning™?  There is a 100% satisfaction guarantee on your financial plan.  You don't pay anything up front to get started.  Once the process is complete and your plan has been presented, we'll send you an invoice if you're happy with the value provided.  If you're not, you pay nothing.



Next Steps

To get started with Confidence in Advanced Planning or learn more about our services, feel free to book a 30 minute chat on my calendar: