Acorn to Oak Tree Planning Process

How do we help nurture your success?

Not every acorn becomes an oak tree. Depending on your needs, together we will develop and, where appropriate, implement a financial plan to help you pursue your goals.

Step 1: Initial meeting

What do you need
How do we help our clients
What is the cost
Is there a fit

Step 2: Discovery

Step 2: Discovery

Data gathering of all relevant information including, but not limited to:
- Investment and bank statements
- Home & mortgage information
- Spending plan/ cash flow
- Social Security statements, pension statements
- Insurance statements including: Life, Home, Car, Liability, Disability and Long Term Care
Defining and prioritizing of long and short term goals

Step 3: Initial Finding

Can be good news, or further prioritizing of spending and savings goals
Interactive “What If” scenario planning until we find an acceptable scenario

Step 4: Plan Presentation

Step 4: Plan Presentation

Presenting plan after any initial changes/adjustments
Presentation of suggestions for action
Presentation of strategies to implement

<p class="">Step 5: Implementation

Step 5: Implementation

Investments chosen
Allocations selected
Applications completed
New behaviors started

Step 6:  Monitoring & Progress Reviews

Step 6: Monitoring & Progress Reviews

Annual reviews of progress towards goals
Performance reporting
Proactive contact from us if changes are needed
As life changes, plan adjusts
Monthly newsletter with updates
Proactive communications when markets are challenging
Educational opportunities throughout the year
Summary letters of important meetings including action items