Step 1 – Explore Stage
During this first stage, we are looking to see if we will be a good fit for each other. When you reach out for the first time, we will schedule a ten-to-fifteen-minute phone call to learn more about your needs and concerns to decide if it makes sense to schedule a Fit Meeting.
If we agree to schedule a Fit Meeting, you will be asked to complete two brief questionnaires in preparation for the meeting. The Fit Meeting allows us to learn more about your concerns, aspirations, and upcoming transitions. We will share information about our process, services, and fees as they relate to your situation. After this meeting, if you and your advisor both think this is a good fit, we move on to the Engage Stage.
Step 2 – Engage Stage
In the next step, you will be asked to gather some of your basic financial information and complete a questionnaire to help us better understand your experiences around money. During the meeting, we will start to identity what is most important to you and clarify your priorities. This helps us establish where you are currently, or the “Point A” of your financial journey. It is at this meeting that you will pay the first part of your financial planning fee.
Step 3 – Envision Stage
During this stage of the process, we will work together to define your "Point B", a vision of your ideal life. In preparation for the meeting, we will ask you to complete a questionnaire that will help you envision your ideal future. During the meeting, we will help you identify and prioritize personal and financial goals. We will also establish a preliminary spending plan that aligns with your values, priorities, and vision of your ideal life.
Step 4 – Enlighten Stage
The final stage is where we present our analysis and recommendations for your plan. In preparation for this meeting, we will ask you to complete one final questionnaire that will give you insight into your thoughts and feelings about change. During this meeting you will receive a draft of your Wealth Stewardship Plan and an organizational binder that contains all your important financial documents. We will discuss scenarios and adjustments in our financial planning software. At the end of this meeting, you will have everything you need to implement the recommendations yourself or we can discuss how Stewardship Advisors can implement and monitor your plan moving forward. The final part of your financial planning fee will be due at this meeting.