facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Financial Planning Process


Here’s an overview of what you can expect when WE work TOGETHER:


Step 1: Initial Consultation San Francisco, CA Thirty Mile Financial

STEP 1:


Initial Consultation

In our introductory 30-minute discussion, we will provide a brief description of our services, process, and philosophy. As we get to know one another, we will explore your most pressing financial concerns and mutually determine if we’re a good fit to work together.


STEP 2:


Get Acquainted Meeting

Either in person or virtually, we will explore your financial history, your relationship and values around money, and work together to clarify your goals. We will discuss the next steps moving forward, as well as provide any additional information or ask questions in order to begin developing a financial plan based on your needs.  


Step 2: Discovery Meeting San Francisco, CA Thirty Mile Financial



Data Gathering and Prep San Francisco, CA Thirty Mile Financial

STEP 3:


Plan Preparation

To prepare your financial plan we'll request your financial data. We'll help you if you have any questions about which information is most important or how to retrieve it. During this time, we may seek clarification about your data or goals to ensure your plan is as accurate as possible.


STEP 4:


Plan Presentation

At this time, we will discuss the options available to achieve your financial goals in light of the information provided in your financial plan. We'll analyze the inevitable trade-offs in your financial life and provide a prioritized list of the essential items for you to focus on in order to move towards achieving success.

Plan Presentation San Francisco, CA Thirty Mile Financial



Implementation and Ongoing Support San Francisco, CA Thirty Mile Financial

STEP 5:


Implementation and Ongoing Support

Approximately 30 days after receiving your financial plan, we will meet to review your progress, answer any questions you may have, and discuss ongoing support. Following the initial plan presentation and implementation phase, we will be available via in-person meetings, video chat, phone, and email to discuss any concerns or questions you may have. Once the implementation of your plan has taken place, we will meet approximately every six months to monitor progress. We may meet more frequently during periods of transition or when you require additional support. 


Interested in What We Have to Offer?

Learn More About Our Services

Services