OUR PROCESS FOR HOLISTIC FINANCIAL PLANNING
Step 1: Data Gathering
Once we decide to work together, our first step is get to know you well. What are your values, the principles that you hold dear? We are unique individuals and families; some may prefer family over career, and some may prefer otherwise. It is your life and your plan, and we want to create a plan that fits you. What are your financial goals, short-term or long-term? How about your resources? What do you have that can help you get there from here? Our client questionnaire is an excellent tool to get this started.
Step 2: Analysis & Formulation
When we have the necessary information, we will analyze your situation and evaluate strategies that will work best for you. We may have several conversations to fine-tune the direction.
Step 3: Plan Presentation
During this meeting, we will review the final plan together and provide you with a written copy so that when you implement your financial strategies, you will have a reference with you.
Step 4: Implementation
Remember that we are partners in this. Since Reliable Alliance Financial is an independent fee-only financial planning firm, we are not affiliated with any broker/dealer or fund companies and cannot execute transactions for you. It is up to you to put your plan in action, however, we are more than happy to give you a nudge quarterly if you would like, cheer for you, and answer your questions during this process.
Step 4: Implementation
Remember that we are partners in this. Since Reliable Alliance Financial is an independent fee-only financial planning firm, we are not affiliated with any broker/dealer or fund companies and cannot execute transactions for you. It is up to you to put your plan in action, however, we are more than happy to give you a nudge quarterly if you would like, cheer for you, and answer your questions during this process.
Step 5: Monitoring and Review
Life is a dynamic process and not a static event, so our financial plan needs to evolve with it as well. We encourage you to review your plan annually and during major life events, such as marriage, birth of a child, retirement, and etc. A reminder for annual review will be sent to you prior to our anniversary, and we look forward to continue being your partner in your financial success.