Step One: We Connect – We meet in-person or on-screen to discuss your goals, dreams, concerns and needs. This will provide a basis for the plan we develop.
Step Two: We Learn – Here we develop a complete picture of your finances. It may be the first time you have seen your entire assets and liabilities in one place. The picture will offer a guidepost on where you stand in reaching your goals.
Step Three: We Build – This is where Thinking Cap will put together your plan, evaluating what’s working and what could use a tweak. The insights will be presented to you, giving you the opportunity to question and provide feedback to the plan.
Step Four: We Implement – This will be a team effort, as we work together to successfully launch the approved plan and carry out the steps to reach each goal.
Step Five: We Track – Throughout the year, we take steps such as timely tax advice, rebalancing suggestions, business construction tweaks or other ideas to keep your plan on track.
Step Six: We Revise – As time goes on and needs change, we can return to the plan and develop new steps to achieve changing goals or react to different needs.