Step 1: Schedule a 15-Minute Call
It all begins with a conversation where we get to know each other a little better. We’ll learn about you, and you can learn about our firm and our Results in Advance Planning process, so you know what to expect going forward.
Step 2: Data Gathering
We’ll schedule a 45-minute data gathering meeting in one of our San Diego County offices or on Zoom. In this step, we’ll gather critical information about your finances in order to perform an accurate analysis.
Step 3: Review Your Financial Blueprint
After our data gathering meeting, we’ll perform the following assessments:
- Financial Model- We’ll build a financial model that includes every dollar you plan to spend in the future.
- Investments- We’ll assess your investments to determine if they are appropriate for your goals and risk tolerance.
- Taxes- We’ll examine the tax treatment of your investments and how much of your savings you may keep.
- Stress Test- We’ll conduct 1,000 simulations to empirically stress-test your current path to determine your likelihood of success.
We'll then meet once more to show you a clear picture of the direction you are headed if you continue on your current path, and review your personalized Financial Blueprint. The Financial Blueprint will provide areas of opportunity to potentially improve your results, whether you work with an advisor or do it yourself.