Partner-Supported
The following is a sample guide to what you can expect from the Financial Planning process. Hopefully this gives you more clarity surrounding your situation. Your personal experience will vary but this should at least provide a peek behind the curtain. The most important part of the entire process is what’s important to you. Nothing else matters. I also encourage you to check out the PROCESS & FEES page.
You’re fortunate to have a supportive partner both emotionally and financially. Thanks to their career you’re able to pursue your passions without the pressure of NEEDING that next job. Perhaps you’ve saved some money but aren’t sure exactly what to do with it. You know you should be making important financial decisions but keep putting them off. You’d like to have a plan that’s more clear.
At this point we’ve determined your core values along with some personal goals. You and your partner have made some great decisions regarding your finances and your futures. Although some things are still a little blurry you can see where your lives are headed and you’re feeling a sense of relief combined with confidence.
All of that previous work is now bearing fruit. You can see your plan clearly as you live your lives to their fullest. Perhaps you’ve set up retirement planning or are contributing more to your investment accounts. Whatever your goals are you’re pursuing them with a clear plan in place.