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 evaluate your level of financial satisfaction and comfort. We identify and discuss the transitions that you are currently experiencing and their relevance to your financial future and your family’s financial future. And, we discuss your financial goals at length.
Step 2: Strategy
Next, we formulate our short-term and long-term strategies. We apply your current financial components to your objectives and your future goals. And, we pay careful attention so that all of your financial goals coordinate within your life plan.
If there is a shortfall or a missing piece, we evaluate our options and make informed decisions appropriately.
Step 3: Education
In this step, together, we ask questions and gather information.
Most clients express a desire to improve their knowledge of practical money management techniques. We take time to review your current financial records, discuss your past financial decisions, and make recommendations for meaningful changes.
It is important that you are informed and you feel confident about your financial know-how; and, it starts at the beginning of our new planning relationship.
Step 4: Implementation
Together, you and the Walsh Financial Solutions team assign action items that will help move you forward. We assign deadlines for each action item. And, we hold each other accountable for their execution and completion.
Step 5: Continual Improvement
We're not finished yet! 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.
And, when opportunities arise or you set your sights on new goals, we revisit the plan and make modifications designed to target your success.
