1. Introduction Call
This is a complimentary meeting to learn more about you and your family, your objectives, and the desired value of a financial plan. We review examples of the financial planning process and define expectations for our engagement. This call clarifies whether our brand of financial planning aligns with your personal needs.
2. Data Organization
We must understand where we are before determining where to go and how to get there. Your financial information is compiled and organized, then shared with our team. Each planning area is summarized to gain an understanding of your current financial landscape.
3. Analysis & Plan Development
Your information is analyzed to find opportunities and develop strategies that align with your objectives. This output of this analysis is presented in an educational format and measurable action plan.
4. Plan Presentation
The financial analysis, topic area summaries, planning recommendations, and a measurable action plan is presented during our final meeting. You will gain a full understanding of your financial situation and learn how to take the necessary steps to implement the plan.
5. Implementation & Follow-Up
Planning at IDM is not a one, two or three meeting set it and forget it engagement. We realize life happens and change is inevitable. We also value the relationships we have with each one of our clients. As a partner, IDM meets with and has conversations with our clients multiple times throughout the year.