Our Financial Planning Process
step 1 - Let's Get to Know Each Other
Next, we’ll book an initial phone consultation.
We’ll review your goals, priority, and values.
There will be a discussion of how Merino Wealth can help.
Together we’ll determine if we’re a good fit to work together.
Step 2 - Let’s get this party started!
We will schedule a time for your in-person consultation.
During this meeting we’ll sign you up as a Merino Wealth client and you’ll provide us with a down payment on your annual planning fee.
You’ll provide us with digital or paper copies of your financial data.
We’ll review and confirm your goals and priorities to make sure that everyone’s on the same page.
Before you leave we’ll schedule the time for your Strategy Session.
SteP 3 - Merino Wealth will get to work
The team at Merino Wealth will analyze your situation
We’ll take a look at what you’ve done so far.
Our team will evaluate where you are in relation to your priorities.
We will compare where you are to where you want to be in the future.
Along the way we’ll reach out for input and info when necessary.
You’ll be at the center of planning, but we’ll be focused on keeping the work “behind the scenes.” Our goal is to make all of this easier for you.
SteP 4 - Time to see your possibilities
Our team will develop personalized strategies for your situation.
We’ll meet for a strategy session to review tailored recommendations.
Jessica will explain your options in a manner that’s simple and easy to understand.
We’ll take as long as you need to help you feel comfortable and confident in advice you’re given.
SteP 5 - We’ll HELP get the ball rollinG
We recommend the financial products that will support your growth, which is possible because we are a fee-only firm!
We’ll work together to help you implement the recommendations given.
You’ll be provided with action items and timelines.
Our team will be as “hands on” or “hands off” as you’d like!
SteP 6 - As time goes and things change we’ll continue to help you reach your possibilities.
The team at Merino Wealth will be available to help as things “pop up.”
We’ll meet during the year to proactively address your financial situation.
You’ll receive input and guidance on your financial decisions (big and small).
Every year we’ll formally reevaluate your goals and priorities.
As your life changes, we’ll help to adapt our strategies and re-prioritize when needed.
