mapping it out.


It's time for us to do what we do best...

What we have from the client so far:

  • Personal information

  • Family and estate circumstances

  • Financial inventory (assets, liabilities, tax, insurance policies)

  • Cash flow (income, expenses, rough monthly cash flow)

  • Liquidity needs

  • Short term goals

  • Long term goals

  • Personal values around money

Sorry if you we’re looking for a '“here’s how we do financial planning” tutorial. But if we did, it’d be super outdated. This is where a TEAM HUDDLE can help us learn together.


No two families are alike, and there is no step-by-step road map, but we can team up and craft our approach together.

At the end of this stage, we should have two primary documents to present the client:

1. Financial Summary = what we have and where we want to be

2. Action Items = the steps we'll take to get there

Schedule time to review the above with your client.

Update CRM.