The Process

Step 1: Introduction

Participate in a free 30 minute confidential video conference/phone call meeting. No need to bring anything to this first meeting except for any questions you have. This meeting is to see if we’re a good fit for each other.

 

Step 2: Three ‘P’s: Package, Pay, and Paperwork

Choose your package, provide paperwork or documents that describe your situation, agree on the terms of our engagement, and finally pay (50% upfront and the remainder on the delivery of recommendations).

 
 

Step 3: Meeting

Have one or more meetings (depending on the package you choose). We will discuss the financial information that you provided, and get to know you. We want to understand your unique circumstances, goals, values, and priorities so we can help you make productive financial decisions.

 
 
 

Step 4: Deliver Advice and Recommendations

Been There Financial Planning delivers advice to help you achieve your goals. Depending on the package you choose, we typically provide you with a plan that includes a list of options, calculations, recommendations, targets and actionable strategies. Finally, we discuss next steps and follow up.