THE FULL COURT 6-step process
A FRAMEWORK USED TO GUIDE YOU TOWARD ACHIEVING YOUR FINANCIAL AND PERSONAL GOALS.
1
TELL US
YOUR STORY
2
IDENTIFY NEEDS
& DESIRED OUTCOMES
We want to learn who you are, your life experiences and your money story. It will give us some initial insight into your overall financial situation and enable us to begin assessing your needs and goals as we begin our process of determining if we are the right firm to help you.
In this step, we go even deeper with you to gain a better understanding of what you are hoping to achieve with respect to your financial and life goals. We will discuss the targets you want to hit, their viability and various approaches to reaching them.
3
PRIORITIZE SERVICES
Once it's determined there is a match between your goals and our ability to help you achieve them, collectively, we select a path that we think will help you achieve your most heartfelt goals.
4
CREATE GAME PLAN & TIMELINE
5
BEGIN IMPLEMENTATION
6
EVALUATE
PLAN
Akin to a sports team mapping out its game plan, we develop a financial blueprint to establish a timeline to achieve desired outcomes. We do this with clearly marked checkpoints along the way to help monitor your progress and hold you accountable to the game plan to in order to taking the steps towards reaching your various milestones.
This is where we put in the heavy lifting. Be it creating an appropriate investment strategy, insurance and tax planning or refining your budget—to name a few—in order to catalyze success and execute on the early game plan deliverables.
This step serves as one of numerous checkpoints to monitor the progress and measure the success of actions taken to date. We will revisit your goals and means of achieving them to determine if the blueprint is still appropriate and feasible, then make changes as needed.