Established
The following is a sample guide to what you can expect from the Financial Planning process. Hopefully this gives you more clarity surrounding your situation. Your personal experience will vary but this should at least provide a peek behind the curtain. The most important part of the entire process is what’s important to you. Nothing else matters. I also encourage you to check out the PROCESS & FEES page.
You’re making a living doing what you love which is a dream come true. You’ve probably established a Loan-out Company. But does something not quite feel right? Perhaps you thought you’d feel more comfortable financially at this point. Perhaps you thought you’d have more savings. Perhaps you know you should be more financially independent. Where do you start?
After discussing your core values we prioritize the immediate "pain points” such as budgeting, an emergency fund, or investment ideas. We aim to make things more clear as we color in the lines around your life goals. If you’re earning steady income we can develop a plan that will make you feel more empowered. We take a look at your insurance, investments, taxes, legacy planning, and big picture goals. We want to shore up any issues that are causing stress.
Your plan is now moving forward. You have a good handle on how to maximize your Loan-out Company and your previous “pain points” have been addressed. You feel confident in your future goals. You’re prepared as best as you can be for the changes up ahead. Congratulations!