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Our Process

Life In A Box

View this quick video to see how we will set up a Personal Financial Website for you
to view all of your assets in on place and track your goals and view your spending.

As CERTIFIED FINANCIAL PLANNER™ Professionals, our process begins with getting to know you really well. We want to understand what makes you tick, and what is most important to you personally and financially.

We will create a safe and comfortable environment for you, so you can share not only your financial goals, but also topics that you may be concerned with or scared about. We believe your personal goals and passions are equally as important as your financial ones. Once we know your concerns and objectives, we can help create a custom financial plan to help you work towards accomplishing them.

Through our refined Bair Financial Planning 7 Step process we are able to help you identify your personal and financial goals. We will help you organize and prioritize your goals, then create a game plan to help you work towards accomplishing them. We will meet regularly throughout the years, and support you as your personal and professional life changes.

Our clients follow the Bair Financial Planning 7 Step Process

  1. Understanding Your Personal and Financial Circumstances – The first step in getting  to know you as a person, discuss your hopes and dreams as well as what keeps you up at night. We will review your personal and financial goals. We will set up your Personal Financial Planning website. See video above of  what your personal Financial Planning website would look like. We will start gathering and reviewing your financial documents in this step.

  2. Identifying and Selecting Goals – Review your top personal and financial goals and prioritize them in order of importance to you.

  3. Analyzing Your Current Course of Action and Potential Alternative Course of Action – Determine if you are on target towards reaching your goals and if not, discuss alternate scenarios. 

  4. Developing Your Financial Planning Recommendations – We will analyze your personal situation to come up with what we believe to be the best recommendations for you and develop an action list for you. 

  5. Presenting Your Financial Planning Recommendations – At this stage we will review with you, your custom financial plan and update your Personal Financial Planning website. 

  6. Implementing Your Financial Planning Recommendations – This is where we start checking items off your Action List that you need to complete in seeking to improve your financial independence and manage your goals.

  7. Monitoring Progress and Updates – This is a critical step to help make sure you are staying on track and adjust as necessary as life changes.

Just as you would have an array of lab tests done before meeting with your doctor for an annual physical, we also want to make sure that we are looking at you holistically and run "financial lab tests" before we make any recommendations. 

We are an independent CERTIFIED FINANCIAL PLANNER™ Professionals and are held to a Fiduciary standard which means we must act in your best interest. This means we work for you and not an investment or insurance company. We are concerned about your whole financial well being not just selling a product. We will help you analyze what you own, help you figure out why you own it and how it works with your financial goals. 

What is a CERTIFIED FINANCIAL PLANNER™ Professional? Click Here to Learn More