Our Process is Simple, Yet Thorough

Financial planning should be transparent, understandable, and thorough. So our process is straightforward and designed to help you get the most out of our relationship. Our service includes everything you need, be it a little or a lot.

Let’s Chat

We like to spend 20-30 minutes on the phone to learn a bit about what kind of help you’re looking for. It’s a good way to assess your direction and how we might help you and your family.

Interview Meeting

This is by far the most valuable piece of the process. We will review your financial information as well as discuss your priorities and how you see your future. This meeting is as much an interview for you as it is for us. We want to be sure it’s a great fit for everyone involved.

Your Game Plan

Over the next few weeks we build a tailored Game Plan based on our conversation. Our next meeting will be the presentation of your Game Plan and describe our recommendations for you in a prioritized timeline. For many, there’s a lot to accomplish right away, but we help break it down into simple, approachable steps. We want you to understand what we recommend and why.

Ongoing Advice, Help, & Coaching

Financial planning isn’t “one and done”. It’s an ongoing and ever-changing quest for a bigger future. We’re here to guide you through all the tough decisions you need to make. We’ll keep you accountable, focused, and up-to-date. So from acquiring loans to starting businesses and everything in between, we’re here to help.

Schedule a Session with John

The first step is to request a no-obligation 20 minute session with John Booren. Together you’ll talk about your situation, needs, and priorities.

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