The Fearless Process
This is our full process for the Fearless Financial Planning service.
Pre-Introductory Meeting
![](https://fearlessfinancial.com/wp-content/uploads/2022/02/30-minute-call-or-zoom-propsect.png)
30-minute call or Zoom
![](https://fearlessfinancial.com/wp-content/uploads/2022/02/get-to-know-each-other-propsect.png)
Get to know each other
![](https://fearlessfinancial.com/wp-content/uploads/2022/02/30-minute-call-or-zoom-propsect.png)
Assess mutual fit
![](https://fearlessfinancial.com/wp-content/uploads/2022/02/go-over-pricing-and-potential-next-steps-propsect.png)
Go over pricing and next steps
Meeting 1
![get to know you and your family meeting 1](https://fearlessfinancial.com/wp-content/uploads/2022/02/get-to-know-you-and-your-family-meeting-1.png)
Get to know you and your family
![](https://fearlessfinancial.com/wp-content/uploads/2022/02/checklist-meeting-1.png)
Gain an understanding of your personal & financial circumstances
![](https://fearlessfinancial.com/wp-content/uploads/2022/02/target-bulls-eye-meeting-1.png)
continues over time)
![](https://fearlessfinancial.com/wp-content/uploads/2022/02/checklist-meeting-1.png)
needs & objectives
![](https://fearlessfinancial.com/wp-content/uploads/2022/02/heart-love-money-meeting-1.png)
![get organized, do some self reflection - step 1.5](https://fearlessfinancial.com/wp-content/uploads/2022/02/get-organized-do-some-self-reflection-step-1.5.png)
Get organized, do some self-reflection
![](https://fearlessfinancial.com/wp-content/uploads/2022/02/gather-documents-meeting-1.5.png)
![](https://fearlessfinancial.com/wp-content/uploads/2022/02/fearless-computer-desktop-laptop-meeting-1.5.png)
![](https://fearlessfinancial.com/wp-content/uploads/2022/02/questions-think-deeply-meeting-1.5.png)
![analyze, review cash flow, identify and select goals - step 1.5](https://fearlessfinancial.com/wp-content/uploads/2022/02/analyze-review-cash-flow-identify-and-select-goals-step-1.5.png)
Analyze, review cash flow, identify and select goals
![](https://fearlessfinancial.com/wp-content/uploads/2022/02/report-charts-pie-chart-meeting-1.5.png)
![](https://fearlessfinancial.com/wp-content/uploads/2022/02/assets-money-meeting-1.5.png)
![](https://fearlessfinancial.com/wp-content/uploads/2022/02/bullseye-hit-target-meeting-1.5.png)
Meeting 2
![explore and recommend meeting 2](https://fearlessfinancial.com/wp-content/uploads/2022/02/explore-and-recommend-meeting-2.png)
Explore / Recommend
![](https://fearlessfinancial.com/wp-content/uploads/2022/02/tic-tac-toe-meeting-2.png)
![](https://fearlessfinancial.com/wp-content/uploads/2022/02/hand-bar-graph-meeting-2.png)
We show you projections and make some preliminary recommendations at the meeting
![](https://fearlessfinancial.com/wp-content/uploads/2022/02/money-journal-meeting-2.png)
Meeting 3
![investments and equity compensation meeting 3](https://fearlessfinancial.com/wp-content/uploads/2022/02/investments-and-equity-compensation-meeting-3.png)
Investments & Equity Compensation
![](https://fearlessfinancial.com/wp-content/uploads/2022/02/magnifying-glass-bar-graph-growth-meeting-3.png)
Review current investments
![](https://fearlessfinancial.com/wp-content/uploads/2022/02/details-meeting-3.png)
![](https://fearlessfinancial.com/wp-content/uploads/2022/02/risk-vs-goals-meeting-3.png)
Meeting 4
![decide-and-implement-meeting-4](https://fearlessfinancial.com/wp-content/uploads/2022/02/decide-and-implement-meeting-4.png)
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.
![ongoing-and-monitor-meeting-4](https://fearlessfinancial.com/wp-content/uploads/2022/02/ongoing-and-monitor-meeting-4.png)
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.
![email-journal-phone-meeting-4](https://fearlessfinancial.com/wp-content/uploads/2022/02/email-journal-phone-meeting-4.png)
Monitor & Review
Clients who elect ongoing planning have unlimited email and phone access as well as coaching sessions or review meetings every six months.