When we refer to “financial strategy planning” in our business, we are simply referring to the way in which we work with clients throughout their wealth-building journey. In each interaction, we are strategic in our decision-making, assessing the current financial landscape, looking at our clients’ goals and weighing out the pros and cons of each option to ensure it allows for the best possible return. Ultimately, whether you’re looking for a personal or corporate financial strategy, this is a great option if you’re wanting to take the next step in your financial journey—utilizing an expert’s educational services and having access to their expertise. Similarly, if you’re just starting out in your wealth-building journey, we can help!
What happens first?
Our team’s process starts with an introductory meeting where we get a better understanding of what your needs are, what your primary goals are and, if you have already engaged in wealth-building, where you’re at in the process. After our first meeting, I will review and analyze the information that I gathered in our first session and put together a financial proposal, with the financial strategy, timeline and touchpoints laid out. This is typically accompanied by a scope of work, specifically tailored for each client, which details what you can expect from our work together.
Next steps?
From here, once the proposal and scope are accepted, the next meetings will be booked out and the work will begin based on our agreed upon timelines.
How do I know if financial strategy planning is right for me?
In sum, financial strategy planning is a great resource for clients who are looking to:
- Create an annual budget and savings plan
- Divorce planning
- Corporate planning and tax mitigation
- Business exiting
- Business expansion
- Business restructuring
If your need or pain point is not listed above, don’t worry! Your plan will be created with you in mind, meaning we can easily address your concerns in your introduction and follow-up meetings.
Want to learn more? You can head to my website to learn more about me, my team and our process!
