OUR PROCESS
We understand this process can feel daunting. To help, we created a collaborative, straightforward process that focuses as much on building your wealth as our relationship with you. We strive to be more than just financial advisors. We are thinking partners and life coaches.
INITIAL MEETING CYCLE
The initial financial planning meeting cycles typically includes 3-5 meetings focused on getting to know you. We analyze your financial situation, time horizon and risk tolerance before creating a plan that serves as a roadmap today and into the future. Depending on your level of complexity, motivation and availability, we expect this initial phase to take approximately six months.
STEP ONE: INTRODUCTORY MEETING
Is Someday Advisors a good fit for you? Are you a good fit for Someday Advisors? During this meeting, we answer those questions as we discuss your needs, goals and expectations, talk through our service offerings and fees and review the financial planning process and outcome. This consultation meeting is complimentary.
DURATION: 30 MINUTES
STEP TWO: DISCOVERY MEETING
Next, we listen. We want to know who and what you care about, what you hope to achieve in your life and what you and your family envision for your lives. As your answers form the basis of your financial plan, careful attention is paid to understanding your objectives, motivations, goals and values.
DURATION: 60-90 MINUTES
STEP THREE: REcommendation MeetiNG
Then, we analyze your current financial situation and stated objectives and provide a recommended strategy. The plan will specifically address the areas that are of greatest importance to you and detail the necessary action items. We will review this together, weighing the pros and cons of various scenarios and decisions.
DURATION: 60-90 MINUTES
STEP FOUR: IMPLEMENTATION
Last, we work together to implement the action items discussed and agreed to during your recommendation meeting. Depending on your level of comfort, we may both implement certain aspects of the plan. We anticipate that this stage could take up to three months, depending on complexity, motivation level and other scheduling needs.
DURATION: up to 90 DAYS
ONGOING MEETING CYCLE
STEP FIVE: ANNUAL REVIEW
Once your plan is set, we conduct regular reviews and provide ongoing support. As part of this process, we review all of the components of your financial plan and investment strategy to check for performance in line with expectations, congruence with your current goals and the presence of any new concerns. With eyes on all components of your financial plan each year, you can be assured that your plan is still on track. We typically have three planning meetings per year. As needed, additional meetings may be helpful, and of course, we are always available by email or phone to address any issues or questions that arise.
WHAT WE OFFER
Our full-range of services answers where you are, where you want to be and how to most effectively get there.
READY TO TAKE THE FIRST STEP?
We look forward to meeting you and hearing how we can help you.