Once a strong financial foundation is built, it's time to get after your future near-term and long-term goals.
Our Future Builder offering reinforces your foundation as needed and then focuses on eliminating debt, building wealth, and experiencing the joy of contented and generous living like never before. This offering is for those looking for guidance on:
- Mapping out their near-term and long-term goals (e.g., home purchase, college expenses, retirement), and clarifying where they stand today relative to those goals
- Identifying action steps to achieve their goals
- Building an appropriate investment portfolio that aligns with their comfort level and timelines
- Protecting their family and finances through core insurance and risk planning
Our primary focus areas at this stage:
CASH FLOW PLANNING
Typical engagement length/cost: Typically $875-$2,625 depending on scope of your needs & questions. No long-term commitments.
Interested in connecting with us about the Future Builder? Here's what's ahead:
Contact Charlie at firstname.lastname@example.org ( or send a quick message here )—to set up a free "Get Acquainted" introductory phone meeting.
The purpose of this call is to (1) discuss your current questions, challenges and goals, and (2) for Charlie to share with you how he can help and next steps.
After the “Get Acquainted” call, Charlie will send you the following documents by e-mail, along with next steps:
- Client agreement outlining the scope of work and the fee for service
- Confidential questionnaire
Once you decide to move forward, you and Charlie will set your in-person "Information Gathering and Goal Alignment" meeting.
Develop & Implement Your Financial Plan
After the Goal Alignment meeting:
- Charlie will develop a preliminary financial plan based on your information and conversations
- You will meet to review the preliminary plan and to make any final adjustments
- Charlie will finalize your plan and deliver to you
Timeline from Goal Alignment meeting to plan delivery: typically 6-8 weeks
- You will receive a follow up call within a month of plan delivery to ensure you have what you need to implement your plan