The Process
(Progress > Perfection)
Initial Meeting Breakdown:
Meeting #1: Open Discussion (30-60 min)
Our initial meeting is a chance to feel each other out and see if we are compatible to work together. If it’s not the right fit, we’ll be happy to recommend someone we feel may be a better fit. The end goal is to get YOU the help you need.
Meeting #2: Better Understand YOU (60min)
During this meeting, we will gather info about your “financial life.”
i.e. Mortgage statement, 401k balances, banking information, etc. Anything with a number on it will likely be important to share.
Once we have the necessary info, we will begin to put your plan together.
Meeting #3: Value-Based Goal Setting (1.5 hours)
During this meeting, we will uncover you and your spouse’s (if applicable) combined vision for the future.
We’ll look at what you value most, and ensure we understand what you love doing, so we can tailor a financial plan to fit YOUR values and vision.
*This is the most important meeting we will have together.
Meeting #4: Internal CEF meeting
Sit back and relax. The Challenge Everything Financial (CEF) team will begin assessing your current financial picture and aligning future state goals and values you shared in our last meeting together.
Current Financial Picture + Future Goals/Values =
Your Custom Financial Plan
*We will analyze and provide options for you to achieve your goals.
Ongoing Planning
Meeting #5: Go-Live (1.5 Hours)
Your financial plan is presented to you!
Here is where we will dive deeper into overall strategies to achieve the life you want.
Additional time to answer any Q&A will be provided on an as-needed basis, at no additional cost.