STEP ONE: GET TO KNOW ONE ANOTHER
We’ll have a casual conversation to learn more about what you want to achieve and give you a chance to ask questions, get answers, and walk away with the details you need before making any decisions. There is no need to make a commitment at this initial meeting. Take your time, do your research. There is no rush.
STEP TWO: DISCOVERY PHASE
Once you become a LWM client, the planning process starts with your first Discovery Meeting. Here, we’ll get detailed and define your goals. We’ll also gather some information to understand where you are, so we can develop a plan to where you want to be. You’ll get a chance to get started in our exclusive client account access portal. I’ll help you get organized so that we capture an excellent snapshot of your financial picture.
STEP THREE: CRAFTING YOUR PLAN
I begin custom crafting your financial plan based on the documents, information and ideas you share. This is all about you: your needs, priorities, desired outcomes, goals and more. After Discovery Phase, I craft your unique plan. The result: a few actionable items that are easy to digest and keep organized. You begin taking the actions required to reach your goals. Together we work through your plan, answer all your questions, and give you guidance at every turn.
STEP FOUR: YOUR JOURNEY
At this stage in the process, we’re actively working on the to-dos for your plan. Each of us will be responsible for different items, and I’ll help to hold you accountable to the actions you need to take. I’ll make sure you understand all the choices available, so that you can make the best decisions possible.
STEP FIVE: FINANCIAL FREEDOM
Our regularly scheduled review meetings will make sure your plan remains on track; by analyzing economic trends, market dynamics, and portfolio performance. The goal is to balance wealth accumulation and preservation, while always keeping your risk tolerance in mind.