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Our 5 Step Process

At Financial Life Advisors, our process is what makes us different. Our Advisors specialize in creating personalized Financial Plans that reflect your life's goals. We can deliver comprehensive solutions by combining our holistic approach as Fee-Only Advisors with cutting-edge technology and experience

​​​When we begin the Financial Planning process, we engage in meaningful conversations to understand your life's aspirations and financial objectives. This will be followed by thoroughly assessing your investments, income tax strategies, estate plans, charitable intentions, insurance needs, and more.

Schedule Your Initial Consultation

Take the first step toward achieving your financial goals by scheduling a consultation with our Advisors. To make the most of our time together, what we'll need from you is to complete the pre-consultation worksheet before our meeting. This will help us better understand your financial landscape and tailor our advice to your unique needs.

Engage Financial Life Advisors for Services

Begin your journey toward planning the life you want to live by formally engaging with our team. We're here to guide you every step of the way. A 50% deposit of the planning fee is required to initiate the process. Once that is done, we will need you to complete your risk assessment and spending plan to help us understand your financial goals and risk tolerance.

Discover Your Goals

Uncover and define the financial goals that will shape your future. We’re here to help you turn those dreams into actionable plans. We need everyone to approach this process with an open mind, ready to explore what truly matters to you. We will also review the goals workbook we provided to clarify and prioritize your aspirations, ensuring our planning aligns with your vision.

Attend Presentation Meeting

Join us for a detailed presentation of your personalized Financial Plan. This is where your goals start to take shape. Come prepared to ask questions and engage in meaningful discussions to ensure your plan is fully aligned with your financial vision.

Implement Your Plan

Take the crucial step of putting your Financial Plan into action. This is where your strategy turns into results. After our presentation meeting, you choose between THREE plans: 
 

  • Wealth Management: Let us handle the ongoing management of your investments and financial strategy.

  • Foundational: Work with us to establish a solid financial foundation with essential services.

  • Self-Implementation: Prefer to manage the plan on your own? We'll equip you with the tools and guidance to confidently take charge.

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