Find your freedom through our planning process.
Everyone has a different story. Each one of our clients has a unique upbringing, family situation, and desires for the future. Through our process, we enjoy learning your story and building a plan that aligns with your personal goals.
Our goal is to give you the freedom that comes from having a plan for your future.
Step One:
In our first meeting, we’ll get to know all about you—your concerns, scenarios, and the details of your finances. Our focus here is to discover your needs and to understand if we can help and if it makes sense to work together. If we feel we can add value to your situation, we’ll let you know and will book our next meeting if you’re on board as well.
Step Two:
We’ll dive deeper into the details of your finances, including your statements, income, and when you plan to retire. We’ll analyze your financial portrait alongside your goals and will begin to put together your plan. In a second meeting, we’ll go over our findings and decide together if continuing our relationship makes sense. Our goal is to make an impact in your financial life and retirement trajectory, and we’ll be honest about whether or not we see that happening.
Step Three:
If we decided to continue on together, this is the time when we will implement the various parts of your financial plan. Most of this will be done on our end.
Step Four:
Through ongoing monitoring and meetings together, we’ll oversee your strategy and make adjustments to your plan. We like to think of your plan as a living, breathing document. Depending on life changes or newfound goals, your plan is always able to be updated and we will be communicating regularly to determine when it may need to be updated.
Address:
150 N Schuyler Ave Suite 104
Kankakee, IL 60901
Phone: (815) 367-6377
