Let's Get Acquainted!
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.
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 your organization.
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 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.
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 or business changes)
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 self care in order to maintain and improve financial wellness.