First Visit:
Step 1:
Let's Get Acquainted!
Initial Discovery.
This is your chance to ask anything on your mind, and for us to better understand what truly matters to you.
What we’ll need from you: Please gather any requested information in advance. Once we have both the numbers and your insights, we’ll be able to review everything thoroughly and identify any important gaps or opportunities.
Step 2:
What Are You Working Toward?
Selecting Goals & Identifying Obstacles.
You will want to take some time to decide what is truly most important to you when working together. This may include a discussion of how selecting one goal may impact others. Together, we will decide if deMauriac is a best fit for your needs and define how we will work together to develop a financial plan for you personally, or for your organization.
Second Visit:
Step 3:
Let's Get Down to Business!
Analysis & Development of The Plan
At this point, we refine all of the information given. We take the time to evaluate your current course of action and compare alternatives, taking into consideration advantages and disadvantages of each. We develop a plan that includes objective observations and a specific action plan for you.
Step 4:
...The HOW
Presentation of Your Plan
We present a financial blueprint for success, which includes specific recommendations and actionable items for implementation.
Step 5:
What's Next? Making Money Moves.
Implementing The Plan
We review any applicable products, account types, or services that will be used and take the necessary steps to put your plan into action.
Recurring Annually
(or as needed with life or business changes)
Step 6:
Financial Check Ups
Your integrated financial plan is an ever-changing and ongoing process, not a one-time event. Proper implementation means taking time for periodic reviews. Scheduling a financial check up helps us stay up to date on changes you go through, so, together, we can identify areas where adjustments need to be made.
ELEVATE YOUR FINANCIAL KNOWLEDGE.
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