Step 1: Inspiration
Inspiration is the foundation for all great plans and successful results.
This step focuses on addressing the following questions:
- What is it that you want in your life?
- What is it that you do not want in your life?
Together, we engage in a discussion of your values: who are you and what is important to you.
We identify and discuss the transitions that you are currently experiencing and their relevance on your future and your family’s future. We discuss your goals at length. And, we evaluate your level of financial satisfaction and comfort.
Step 2: Education
In this step, together, we ask questions and gather information.
Most new clients express the desire to improve their knowledge of practical money-management alternatives. We take time to review your current financial records and discuss your past financial decisions. We want you to feel confident with your financial know-how and it starts at the beginning of our new planning relationship.
Step 3: Application
During the Application step, we formulate our strategy and determine the steps that will help move us forward. We define a specific timeline for our strategy.
We apply your financial components to your current objectives and future goals. Careful attention is given so that they coordinate with your life plan.
If there is a discrepancy or a missing piece, we evaluate our options and make informed decisions appropriately.
Step 4: Implementation
We discovered your inspiration, gathered all relevant facts and aspirations, and we created our strategy. Next, you and the Walsh Financial Solutions team are assigned action items to make changes to your financial landscape.
Together, we assign deadlines to each action item and we hold each other accountable for their execution and success.
Step 5: Continual Improvement
Life happens, as they say. Outside influences will sway our Financial Plan, but flexibility is built within.
As we experience these external forces, we pay careful attention and monitor our Plan making changes when necessary.
As opportunities arise or you set your sights on new goals, we revisit the Plan and make modifications designed for your continual success.
