Process
The right fit for your goals
Who we work with
The first step is determining if Create Wealth Financial Planning is the right fit for your needs. While every one of our clients has their own unique goals, aspirations, and challenges, they will typically exhibit some of the following characteristics:
Gen X or Y
Career Growth
Working through Debt
Small Business Owners
If any of these describe you, schedule a quick introduction at no cost to allow us to learn more about each other.
Getting started
Client discovery process
This is where we get to know you and understand your unique situation. We also cover the basics like: How much time is involved? What information will I need to share? And how much does a financial plan cost?
Get To Know You
This is your opportunity to share with us your greatest financial concerns and what you hope to accomplish with your financial plan. We will address any questions and discuss how we are different from financial professionals you may have worked with in the past. There is no cost for this part of the process.
Discovery Meeting
Now that you’ve had some time to think about our get to know you call, we will address any questions that came up from that conversation to ensure you are comfortable moving forward and working together. We’ll spend the rest of the meeting “discovering” the key goals and dreams you have for you and your family that your customized financial plan will work to address.
Get Organized
Once we’ve signed on to work together we will begin gathering your financial data. The Get Organized meeting is there for both of us to review your data together, answer any questions, and confirm the inputs of her financial plan.
Get Direction
Finally, it’s time to review all the outputs of your financial plan, the recommended actions, and how those actions will impact progress towards your goals. There’s a lot to discuss here, this usually is spread over the course of two meetings.
Your investment
Financial Planning Fees
Comprehensive Financial Planning
All new clients pay a one-time onboarding fee of $1,000 to build their comprehensive financial plan. All engagements require a one-year commitment.
The price of your ongoing financial plan will be tailored to your specific needs and the unique complexities of your personal situation. We will discuss your exact price during our intro call but to help you understand what your ongoing fee might be, here are some examples of what a specific client might expect to pay.
Investment Management
Proper management of your investments is a crucial component of your financial plan. If you choose to have Create Wealth Financial Planning manage your investments on your behalf, the management cost is either a blended rate based on the schedule below, or your minimum planning fee.