It starts with you.
Our process begins with getting to know you and your goals. Tell us where you want to go, and we will work with you to develop a plan that suits your needs. And as your life changes, we'll adjust your Flight Plan, so it better aligns with your new path.
We believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan may not only supply financial security throughout your life, but it can also reduce the damage disability, critical illness, or other sudden losses of income may have.
So, what are the steps?
1. Discovery Meeting
In our first meeting, we will identify your goals, priorities, preferences, and any obstacles you may have. We'll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.
2. Exploration & Preliminary Planning
After our first meeting, we'll take a deeper dive into your situation. By learning the hard and soft facts abouts your situation. The more open and transparent this phase is, the more detailed our plan will be. As we have a more detailed conversation about your personal and financial goals, we'll start sketching a preliminary Flight Plan.
3. Flight Planning
Now that we have a foundation, we can deliver an elevated level easy-to-follow Flight Plan that will guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to gain maximum returns via a solid, tax-efficient portfolio.
4. Ongoing Support & Advice
Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your Flight Plan, so it transitions along with you.
Contact us today to see how a Chevalier Wealth Flight Plan may bring you closer to your goals.