Planning Process

1. Fact Finding Meeting (either virtual or in person)

At this meeting, I'll ask a TON of questions. The objective of this meeting is to get a feel for your goals and aspirations. I'll also ask what you have accomplished so far in regards to planning for retirement. At this meeting, please bring account statements, insurance statements, social security figures, budget information, etc.

2. Building of the Financial Plan (done by MAVCO Financial behind the scenes)

Utilizing the award-winning Money Guide Pro financial planning tool, MAVCO Financial would build out a planning profile for your household.

3. Presentation of the Financial Plan (either virtual or in person)

At this meeting, I'll share how your existing financial plan scores so far. If needed, I'll share strategies to help increase your Retirement Readiness Score.

4. Implement Solutions (e-sign or in person)

5. Monitor and adjust as needed.

This step would involve periodic meetings to review the customized financial plan. Morgan Housel (author of The Psychology of Money) says… "Planning is important, but the most important part of every plan is to plan on the plan not going according to plan." These meetings are where we would adapt or change your financial plan as your life changes course.