Step 1) GET to know you meeting
GET to know you meeting
To start, we want to hear from you to make sure that we are a good fit! These calls / meetings are free of charge.
Schedule either a Just a Question or Introductory Meeting below!
Schedule either a Just a Question or Introductory Meeting below!
Step 2) REFLECT
REFLECT
Hiring a financial planner can be a big decision. Take time to reflect on our initial meeting to make sure you're comfortable moving forward. Here are some items to consider as you make a decision:
Do I like, trust, and respect the Flourish FP team?
Do the benefits outweigh the cost?
Do I understand and agree with their beliefs and philosophy?
Do I like, trust, and respect the Flourish FP team?
Do the benefits outweigh the cost?
Do I understand and agree with their beliefs and philosophy?
Step 3) ONBOARDING
ONBOARDING
Let's Begin! This is where you officially hire us.
You'll get a welcome packet
Review and sign our engagement agreements
Schedule a time for our Welcome Meeting
And, we'll send you some information to gather for your financial plan
You'll get a welcome packet
Review and sign our engagement agreements
Schedule a time for our Welcome Meeting
And, we'll send you some information to gather for your financial plan
Step 4) WELCOME meeting
WELCOME meeting
Welcome to the Flourish FP family! In this meeting, we will set the direction for your financial plan. We want to hear from you to find the most pressing issues to cover in your financial plan, and we gather information to help with our analysis.
Step 5) THE Plan
THE Plan
After we review your financial picture and run analysis, we will create your financial plan with specific recommendations. In a 60-90 minute meeting we will go through the most pressing & important recommendations.
Step 6) Make it HAPPEN
Make it HAPPEN
Implement, Adapt, & Monitor
We help you execute the investment and tax parts of your financial plan
We connect and guide you in the other recommendations
We continue to meet 3-4 times per year
We are always available for your questions or for ad-hoc meetings to ensure your financial burdens are cared for.
We help you execute the investment and tax parts of your financial plan
We connect and guide you in the other recommendations
We continue to meet 3-4 times per year
We are always available for your questions or for ad-hoc meetings to ensure your financial burdens are cared for.
Let your finances be a tool to live a flourishing life!