FOR A BETTER TOMORROW
Are you looking to make better decisions with your finances, but aren’t quite sure where you should start? Do you know exactly what to do with your money, but just don’t have time to do your own financial planning? Do you believe you have the PERFECT plan for your money, but want a professional opinion about it?
STEPS FOR FINANCIAL PLANNING
Here is the step by step for how these meetings will go:
STEP 1) Schedule an Introductory Meeting if you just want to see if Blue Jay is a good fit. We’ll talk about your past experiences, future goals, and hopefully laugh a little.This is low pressure and free! We don’t charge a dime until we are managing your assets or have decided upon a consultation relationship.
STEP 2) Once you know you want to work with us, schedule a Get Organized Meeting. To get the most out of this time, we suggest you bring in statements of current retirement accounts, bank information, current budgets, and any other personal financial materials. If you’re wondering whether or not information will be useful, bring it on in! We would rather have too much information than not enough – and it’s usually all connected.
STEP 3) We’ll review your information and develop a financial plan alongside you and your family. We will schedule next steps and follow-up with you, making sure that you are staying on track with your goals.
STEP 4) We’re done with set-up! From here, we will implement an agreed upon Review Schedule that works best for you. We will contact you on a quarterly, semi-annually, or yearly rotation, all based upon your complication level and need. Beyond the schedule, feel free to contact us whenever you need help!