The Planning Process

When you work with RW Financial Planning, you will immediately see that our planning process is fully transparent and without surprises.

Step 1

Contact our office to schedule a complimentary 30-minute introductory consultation.

Step 2

In advance of the introductory consultation, complete and return the confidential financial planning questionnaire, and begin thinking about what you hope to accomplish by working with us. Meet with us to ask questions about anything and everything to determine if we are a good fit for you.

Questionnaire

Step 3

If you decide to proceed, together we will define the financial planning services you desire and provide you with an engagement letter which will establish the scope of service.

Step 4

We will analyze your situation, document written observations and recommendations, and, in some cases, prepare a variety of reports.

Step 5

We will meet with you to discuss the materials we prepared for you and address any questions you may have.

Step 6

After discussing our findings and recommendations, we can help you prioritize the recommended action items, consider alternatives for implementation (which could involve our help or be handled on your own), and make referrals to other professionals as appropriate.

Learn how we will bill for our services

While we typically recommend face-to-face meetings (after all, you may be sharing a significant amount of personal and financial information), we are open to meeting via phone, video conference, etc.

Our hours of business are 8:30 a.m. – 4:30 p.m., Monday – Friday. If your schedule requires alternate arrangements, please let us know.

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Special thank you to nature photographer Doug Tomlinson for allowing us to use his artwork throughout this site. All imagery is copyrighted by the artist and may not be reproduced.