Let's Get Acquainted!
There is no cost for initial consultations. 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 and complete a brief risk tolerance assessment. After receiving all necessary quantitative and qualitative information, we will be able to review and identify any pertinent gaps with information provided.
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. This may also include a discussion of how selecting one goal may impact other financial goals. (Often, we are able to cover this during the initial consultation). Together, we will decide if deMauriac is a best fit for your needs and define how we will work together to develop your personal financial plan.
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.
Presentation of Your Financial Plan.
This is when we present your financial blueprint for success, which includes specific recommendations and action items you can implement. At this time, if you wish, we can continue to work together and assist you in implementation of your plan.
What's Next? Make Money Moves!
We will review which products, account types or services will be used and take the necessary steps to put your plan into action.
(or as needed with any major life changes)
Financial Check Ups
Because your financial plan is an ever-changing and ongoing process, not a one-time event...proper implementation of a financial plan means taking the time for periodic professional reviews. Scheduling financial check ups helps us stay up to date on life changes you may be going 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 self care in order to maintain and improve your financial wellness.
Create an investment plan to achieve your goals.
Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.