4. Implementation Review
(7 to 11 Weeks from Initial Contact)
We review what immediate action steps you have been taking and what actions steps still need prioritization.
We evaluate how well you have implemented your Proposed Budget. At this point, we might have to adjust the budget based on your adherence and potential changes of your goals.
If necessary, I may refer you to my Financial Planning Network of professionals that are needed to implement your plan.
This might mean you need to visit a CPA, Estate Planner, Insurance agent, Healthcare agent, a local Medicare agency, Bank or Credit Union, etc. You also get a list of online resources and tools based on your needs to tackle your goals!
For One Time Financial Plan Delivery Clients, this is the last opportunity for communication and assistance.
For On-Going Financial Planning clients, this is just the beginning of our relationship.
Monthly Touch Points
I connect with my On-going Wealth Management Clients through Monthly Touch Points (quick financial check-ins) so you can review your budget summary and assess your progress.
You have unlimited access to ask questions via email, phone, Zoom, or in person.
Lastly, you receive complimentary Financial Plan revisions if there are any changes in your financial situation.