What Does it Mean
To Work With Massie Financial Planning?
Financial planning is an ongoing process and, like a series of good therapy sessions, should help you to feel clear about your path ahead. Our team is focused on learning about you in order to offer knowledgeable guidance and apply meaning to your wealth picture. Together, we’ll design a personalized plan to help you accomplish the goals you have in mind as you tackle the moment you’re in.
While Every Client Is Different
Here’s an Overview of What To Expect:
Step 1:
Introductory Meeting
The intention of this meeting is to build rapport, learn about what’s important to you, share attributes of our firm and pricing, and mutually agree there is a fit.
Step 2:
Discovery Meeting
Next, we will take a closer look at your goals and/or challenges before we communicate any proposed solutions. We will gather information to begin building your plan and apply meaning to your circumstances.
Step 3:
Deeper Dive Meeting
This meeting is designed to review the key findings of your initial base plan and provide a preview of our experience together (i.e. how we work and help solve issues).
Step 4:
Onboarding Meetings to Implement Plan
After agreeing to move forward, we will begin implementing the strategies that we have prioritized to help solve your challenges.
Step 5:
Maintaining Our Relationship
Over time, your circumstances may change, requiring updates to your plan and strategies. We will have 2-3 formal meetings throughout the year, but are happy to connect more often as needed.