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Financial Planning Process

Initial Consultation

Initial Consultation

We will learn more about you and your primary life goals. You can discover more about our offerings at Fleur-de-lis Financial and decide if we are a good fit for each other. Following the meeting we will request some data from you to prepare for the next meeting.

Discovery Meeting

Discovery Meeting

Seven to ten days after our initial consultation we will meet to do a deep dive to learn about you and your needs. We will begin to map out a plan of action working together to address any key challenges and formulating a plan to achieve your short and long term goals. We will discuss what keeps you up at night, and your short and long term financial goals

Getting Organized

Getting Organized

Two weeks after our Discovery Meeting we will meet to get all your financial information organized. We realize that like most people, your financial life is likely not already in perfect order. Statements end up buried in drawers and at the bottom of piles. Sometimes we even lose track of old accounts. We will work together to make sure no financial stone is left unturned so we have a complete picture of your financial life.

Plan Presentation

Plan Presentation

Six to eight weeks after our Getting Organized meeting we will meet and discuss specific tactics and action items and illustrate how each further improves the path toward achieving your financial goals. This meeting also provides the opportunity to adjust goals after reviewing the impact of the recommended tactics and action items. By the end of the meeting, you will be comfortable acting on one or two of the recommendations that can be executed in the coming months.

Forever Planning

Forever Planning

Each spring and fall we will meet to provide you with a valuable opportunity to review and assess your financial goals and strategies. By collaborating closely, we aim to optimize your financial well-being and help you navigate the complexities of your financial journey with confidence.

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