Introducing the 530A Accounts
An article explaining 530A Accounts.
Financial Planning
Our Financial Planning Process
Step 1: Initial Consultation
Meet with one of our financial planners to establish a basis for working together and to identify goals.
Step 2: Required Documents
Complete our Financial Planning Intake Questionnaire and deliver to us the required documents. It generally takes about 2 weeks for us to review all documents.
Step 3: Clarification
Your financial planner will reach out with questions or a list of additional information that may be needed.
Step 4: Preliminary Analysis
You will receieve a preliminary analysis, scope of work, proposal, outline of expected meetings, and quote of the financial planning fee(s).
Step 5: Plan Delivery
Meet with your financial planner to review the final Financial Plan and proposed recommendations, and time for you to ask specific questions.
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