The Fearless Process
This is our full process for the Fearless Financial Planning service.
30-minute call or Zoom
Get to know each other
Assess mutual fit
Go over pricing and next steps
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
Explore / Recommend
We show you projections and make some preliminary recommendations at the meeting
Investments & Equity Compensation
Review current investments
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.
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.