7676 Hazard Center Drive
Time: 60-90 minutes
Our goal is to create a safe place for you to share who you are, explore your goals, learn about what keeps you up at night, and why you are wanting to have these conversations now. You will meet with one of our Managing Partners, Marci Bair, CFP® or Victor Orozco, CSRIC™ to learn:
We truly believe the best work can be done when our relationship is a two-way street of respect and open communication (we hope you do too). Want to move forward? We will send our “Welcome to the Community” email to provide next steps and introductions to the team.
Time: 30-60 minutes
When: 1-2 weeks after Initial Meeting
Kathleen Talamayan, Paraplanner, and Alondra Escamilla, Financial Planning Assistant, will demonstrate (in person or virtual) how to get this process off the ground with your personal eMoney dashboard. They will show you how to:
Goals and Facts: Time: 60 minutes
When: 2-3 weeks after Onboarding
Together we will confirm the big things after we received all requested documents and clarified any additional questions:
Time: 60 minutes
When: 1-2 weeks after Goals and Facts
The team will begin to bring it all together as we feel clearer about understanding you. In our internal meeting of the minds, we will evaluate strategies for you. Our team of Marci, Victor, Alondra, Kathleen, Megan Wilsey, CFP®, CPA and Amber Horton, CFP®, MBA collaborate to develop an action plan of next steps to get your financial plan working towards your goals.
Finally! We will provide the financial plan(s) and action items created specifically for you. The major outcome will be prioritizing what needs to get done 3 months, 6 months, and 12 months from this conversation. We will ensure you are familiar with your personal financial planning dashboard. Lastly, your next 3 check-ins will be pre-booked and provided in an email (to be confirmed when the dates get closer).
When: 3 months after receiving your plan
Common questions asked:
When: 6 months after receiving your plan
This will resemble our last check-in but with a heavier focus on cash flow. We want to make sure that the income and expenses are going as planned. Some new questions asked:
When: 12 months after receiving your plan
That was fast! One year later and now what? Well, that is what we cover and determine at this stage:
Your financial future is waiting for you. You only have to take the first step and meet with our financial planners. We’ll help you with every step of the way, from planning your future to pursuing your goals. Call us today to schedule an appointment.
Schedule your Initial Meeting Here