Divorce Financial Planning Process
Our 4-step Plan • Grow • Protect® Approach
Learn • Listen • Research
At our initial meeting, we conduct a discovery interview. This helps us identify the challenges you face in achieving all that is important to you. We examine your current situation, the goals you would like to achieve and how we can maximize the possibility of achieving those goals.
Strategize • Recommend • Confirm
At this meeting, we present our diagnostic of your current situation and roadmap for how we can bridge the gaps in order for you to reach your goals. This plan forms the foundation for all of our work together. When we have come to a mutual decision about whether our firm can add substantial value, we commit to work toward achieving everything that is important to you and your family.
Execute • Oversee • Implement
We will present to you our settlement proposal analysis plan based on your settlement options so that we can prioritize those areas of greatest importance to you and then begin to address them systematically. We answer any questions you may have so that you understand your financial future.
Return • Review • Reconnect
These meetings, which we schedule at intervals convenient to you, provide us an opportunity to review any major changes in your case as well as your personal or financial situation since our last meeting. If these changes mean that we need to make adjustments to your settlement proposal analysis, we do so. We also review your overall progress toward your long-term financial goals.
Discovery
Learn • Listen • Research
Learn • Listen • Research
At our initial meeting, we conduct a discovery interview. This helps us identify the challenges you face in achieving all that is important to you. We examine your current situation, the goals you would like to achieve and how we can maximize the possibility of achieving those goals.
Financial Security Roadmap
Presentation of Investment Strategy
Strategize • Recommend • Confirm
At this meeting, we present our diagnostic of your current situation and roadmap for how we can bridge the gaps in order for you to reach your goals. This plan forms the foundation for all of our work together. When we have come to a mutual decision about whether our firm can add substantial value, we commit to work toward achieving everything that is important to you and your family.
Settlement
Proposal Analysis
Organization of Account Paperwork
Execute • Oversee • Implement
We will present to you our settlement proposal analysis plan based on your settlement options so that we can prioritize those areas of greatest importance to you and then begin to address them systematically. We answer any questions you may have so that you understand your financial future.
Ongoing
Expertise
& Support
Meetings
Account Review and Advanced Plan Implementation
Return • Review • Reconnect
These meetings, which we schedule at intervals convenient to you, provide us an opportunity to review any major changes in your case as well as your personal or financial situation since our last meeting. If these changes mean that we need to make adjustments to your settlement proposal analysis, we do so. We also review your overall progress toward your long-term financial goals.