Planning Process*

There are few things more personal to you than your financial picture. As we begin our engagement together, we’ll follow an intentional process that is customized to you and your situation. Throughout our time together, we always encourage you to ask questions and stay engaged in the journey ahead.

I. Discovery

Your financial life stems from who you are as a person. During our initial discovery phase, we’ll take some time to learn about you. Share with us what matters most — your goals, your dreams, your fears, and your vision for the future. We want to get to know you, and for you to get to know us too.

II. Planning and Implementation

Once we have a sense of where you stand today and your goals for the future, we’ll get to work determining the right path forward. Next time we meet, we’ll present our strategies and suggested solutions, and take all the time needed to answer any questions or adjust accordingly. Once you’re comfortable, we’ll proceed with putting the plan into action.

III. Ongoing Relationship

Perhaps the most rewarding part of our process is the ongoing relationship you’ll enjoy moving forward. Finally, you can breathe a sigh of relief and live your life knowing you’ve got someone in your corner who’s always looking after you. Reach out to us anytime, and we’ll be there to address your needs as they arise. And, if ongoing coaching or consulting for your business is one of your identified needs, we will meet as often as necessary to walk with you to improve your processes and grow your business.

*Carson Stephens Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor.