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PROCESS

Step 1

Step 2

Step 3

Step 4

Step 5

Step 6

First Visit:


Step 1:

Step 1 Initial Discovery New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

Let's Get Acquainted!

Initial Discovery. 

This is an opportunity for you to ask questions and allows time for us to get to know what's most important to you. 

Your responsibilities: Please gather any requested information. After receiving all necessary quantitative and qualitative information, we will be able to review and identify any pertinent gaps with information provided.

Step 2:

Step 2 Selecting goals and identifying money obstacles.New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

What Are You Working Toward?

Selecting Goals & Identifying Money 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:

Step 3 Analysis and Development of your Plan New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

Let's Get Down to Business!

Analysis & Development of Your 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:

Step 4 Presentation of your Financial Plan New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

...And HOW?

Presentation of Your Plan. 

This is when we present your financial blueprint for success, which includes specific recommendations and actionable items you can implement. At this time, if you wish, we can continue to work together and assist you in implementation of your plan. 

Step 5:

Step 5 Implementation New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

What's Next? Make Money Moves!

Implementation.

We will review which products, account types or services will be used and take the necessary steps to put your plan into action.

Recurring Annually

(or as needed with any major life or business changes)


Step 6:

Step 6 Financial Check Ups New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

Financial Check Ups


Your financial plan is an ever-changing and ongoing process, not a one-time event. Proper implementation means taking time for periodic professional 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 and help you stay on track. This is an essential part of maintaining and improving your personal financial wellness and/or the financial stability of your business or non profit organization.




ELEVATE YOUR FINANCIAL KNOWLEDGE.

Contact
New Orleans, LA deMAURIAC Financial Consulting & Wealth Management