Discuss where you are today
Understand what’s important to you – Your Story
Discover where you want to be and by when
Identify your most important goals – Your Potential
Consider your current course and analyze some alternatives
Identify what’s working for you and if there might be some financial improvements
Finalize & Present Recommendations
Provide improvements as Action Items
Implement your plan
Put your plan into Action
Monitor and Update progress
Hold you accountable for staying on course
Start with Strategy
What are the strategic goals?
What’s working, what’s not?
Work as your financial advisor supporting your employees