Level Up Strategy Guide Process

Prior to the meeting:

There is no preparation needed prior to the meeting. Schedule your first meeting at your first available convenience.

During the meeting:

Before jumping into the numbers, we will explore your money mindset, what is most important to you, and what is possible.

After the meeting:

You will understand that financial planning is much more than investing or retiring.

Prior to the meeting:

You will be given access to your own wealth portal so you begin to enter key financial info such as account balances, debts, and tax returns.

During the meeting:

We will hunt down any remaining key information that you had difficulty hunting down. We will also nail down initial targets for the cost of goals & timelines so that we can prioritize next steps.

After the meeting:

This will likely be the first time you see your whole financial picture in one place. This can be a
very empowering moment because this is the point where we will begin to measure your progress. You will have your own
financial hub, which you can utilize to track your progress on all of your important goals.

Prior to the meeting:

You can update me with additional information that you find or dream up after your getting organized meeting. 

During the meeting:

We will review your current Strengths, Weaknesses, Possibilities, and Threats. We will also review your current path chances of success and identify key ways to improve your finances.

After the meeting:

You will have financial clarity and specific actions that align with your goals.

Prior to the meeting:

You will complete a quick investor profile that will identify your natural investment preferences.

During the meeting:

We will discuss the basics of investments and review your investor profile results. We will then compare your natural investment preferences with the investment style needed to meet your goals.

After the meeting:

You will have a greater awareness of how you will feel about your investments relative to their risk, but most importantly know what investments are needed for you to confidently reach your goals.

Life is constantly changing. Whether it’s a good surprise or unplanned emergency, we will already have your base strategy guide in place so it is easy to see what impacts any new developments have and adjust accordingly.

Common Checkpoints:

Review progress towards goals and explore new upcoming goals.

New job opportunity.

New year tax planning.

Open enrollment or new benefit options.

Investment portfolio review and rebalancing.

Employer stock vesting strategies.