My Process
At Onward Financial Advising, your financial journey begins with a clear plan for your future. My process is designed to guide you through each stage of financial planning with personalized attention and expertise.
Introductory Meeting
Your first meeting is the starting point of your journey toward financial clarity and security.
We’ll begin by introducing ourselves and getting to know each other. This initial conversation allows me to understand your financial background and your aspirations for the future.
I also will openly discuss my fee structure and provide a clear overview of the services I offer. This ensures you have a comprehensive understanding of how I can guide you onward toward your financial goals.
Next Steps
As we move forward, here’s a brief overview of what you can expect:
- Discovery Meeting: Dive deeper into your financial goals and concerns.
- Preparation and Organization Meeting: Gather and analyze your financial information.
- Delivery Meeting: Receive and review your personalized financial plan.
- Ongoing Financial Planning: Implement and monitor your plan with quarterly progress reviews.
DISCOVERY MEETING
60 Minutes
We will discuss your concerns, goals, and desires, which will help us understand your unique needs and objectives.
PREPARATION & ORGANIZATION MEETING
90 Minutes
We will collect the necessary information while helping you sort through your financial situation. We will begin analyzing and evaluating your current finances together.
DELIVERY MEETING
60 Minutes
I will present a customized financial plan for you. Our goal will be to implement your top 1-2 recommendations.
ONGOING FINANCIAL PLANNING MEETINGS
Quarterly
We will implement your remaining recommendations together and meet quarterly to ensure you are making progress on you goals.
Onward Financial Advising 