Your life is full of moving parts. Your financial plan should bring it all together.
Financial Planning can sound daunting, but when you work with StackWealth you will know ahead of time what to expect and what is expected of you for each step of the process with transparency throughout.
PROSPECT MEETING
Duration
30 MINUTES
We will assess a mutual fit, build rapport, and share about our firm and pricing to affirm next steps and how you want to work with us: Show me, Partner with me, or Do it for me.
DISCOVERY MEETING
Duration
60 MINUTES
Getting to know your goals, concerns, and desires will help us better understand your unique needs and objectives.
GET ORGANIZED MEETING
Duration
90 MINUTES
We will collect any necessary information while helping you sort through your financial life and get organized.
EXPLORE POSSIBILITIES MEETING
Duration
60 MINUTES
Analyzing and evaluating your current financial status together using our financial planning software.
PLAN DELIVERY MEETING
Duration
60 MINUTES
Developing and presenting financial strategies. For those who we Partner with or Do it for, the goal is to commit to implementing the top 1 or 2 recommendations.
ONGOING FINANCIAL PLANNING
Duration
QUARTERLY
Depending on how you choose to work with us, we will implement the remaining recommendations together and meet quarterly to gauge progress.
Ready to start?
You can click below to access my calendar to schedule a quick 15 minute call where we can chat and figure out the best next step.
