The Fearless Process
This is our full process for the Fearless Financial Planning service.
Pre-Introductory Meeting
30-minute call or Zoom
Get to know each other
Assess mutual fit
Go over pricing and next steps
Meeting 1
Get to know you and your family
Gain an understanding of your personal & financial circumstances
continues over time)
needs & objectives
Get organized, do some self-reflection
Analyze, review cash flow, identify and select goals
Meeting 2
Explore / Recommend
We show you projections and make some preliminary recommendations at the meeting
Meeting 3
Investments & Equity Compensation
Review current investments
Meeting 4
Decide & Implement
We will discuss all recommendations with the goal of committing to implement your top 1 or 2 items over a set time frame.
Implementation
Based on what we decide and learn, we develop a plan for ongoing implementation and monitoring. We also address anything new that comes up along the way.
Monitor & Review
Clients who elect ongoing planning have unlimited email and phone access as well as coaching sessions or review meetings every six months.