PERSONAL PLANNING
Roadmap to your Success
Financial Goals Interview
In our initial interview with your financial advisor we will discuss all your financial needs and goals. Be prepared to answer questions around your expectations of the future, current steps you have taken to reach your financial goals, and what level of market risk you feel comfortable with. With an honest conversation with your trusted financial advisor you will be taking the first step to achieve your financial objectives.
Gather Data
During the second phase we will work to gather all the necessary information to build an appropriate plan for you. The relevant data you can expect to discuss are items such as your current assets, income, debts, insurance, and any other pieces of your financial picture that can help us to build the most suitable plan for you.
Develop a Plan
Using the information, we gathered in the first two phases we will begin to develop your unique plan. Your trusted financial advisor will begin by strategizing around your goals and the items you discussed as most important to you. From there your advisor enters your information into our software to begin curating a plan tailored to you.
Implement Your Plan
Once your plan has been developed and you have reviewed it, it will be time to implement your financial plan. During the implementation phase your trusted financial advisor will start by working with you to begin all aspects of your plan. Your advisor will do all the heavy lifting and will keep you in the loop every step of the way.
Monitor and Update
After your plan has been implemented your financial advisor will continue to monitor it for performance towards your goals. Regular meetings will be set up to be sure any changes to your financial situation or goals can be adopted into your financial plan ensuring your plan is always up to date and suited to your needs.
Financial Goals Interview
In our initial interview with our DC Financial advisor we will discuss all your financial needs and goals. Be prepared to answer questions around your expectations of the future, current steps you have taken to reach your financial goals, and what level of market risk you feel comfortable with. With an honest conversation with your trusted DC Financial advisor you will be taking the first step to achieve your financial objectives.
Gather Data
During the second phase we will work to gather all the necessary information to build an appropriate plan for you. The relevant data you can expect to discuss are items such as your current assets, income, debts, insurance, and any other pieces of your financial picture that can help us to build the most suitable plan for you.
Develop a Plan
Using the information, we gathered in the first two phases we will begin to develop your unique plan. Your trusted DC Financial Advisor will begin by strategizing around your goals and the items you discussed as most important to you. From there your DC Financial Advisor enter your information into our software to begin curating a plan tailored to you.
Implement Your Plan
Once your plan has been developed and you have reviewed it, it will be time to implement your financial plan. During the implementation phase your trusted DC Financial Advisor will start by working with you to begin all aspects of your plan. Your DC Financial Advisor will do all the heavy lifting and will keep you in the loop every step of the way.
Monitor and Update
After your plan has been implemented your DC Financial Advisor will continue to monitor it for performance towards your goals. Regular meetings will be set up to be sure any changes to your financial situation or goals can be adopted into your financial plan ensuring your plan is always up to date and suited to your needs.