Our Service Model
Our fee-only planning service model follows the generally accepted 7-step financial planning process. One-time/first-time client engagements cover steps 1-5, while steps 6 & 7 (implementation and monitoring) are left for the client. We are, however, available for ongoing flat-fee reviews as frequently as you may wish.
Step 1: Learn the client’s background information and financial circumstances.
Step 2: Identify client’s specific financial planning goals and objectives.
Step 3: Analyze the data that has been gathered in relation to the goals and objectives
Step 4: Develop a written plan and recommendations
However, while the process is standardized, how we actually do financial planning is intentionally very different. The following post was created to articulate how we stand apart in a sea of financial planning advicers:
Not Just Financial Planning - ICONIC Financial Planning