Our Planning Process
The IDAPRO® Client Experience
A six-step process that takes you from your first conversation with us to an ongoing plan.
I
Introduction
This is an opportunity for us to get to know you better in order to understand your priorities and vision for the future. We will share the financial planning process and scope of the analysis. Ultimately, we will determine if we have a basis for working together at this time.
D
Discovery
The second meeting is a data gathering session. We’ll ask you questions about your preferences, so we can determine the best approach to meet your needs. Setting a time frame and dollar amount for your priorities will be an important step.
A
Analysis
In this stage we begin working in the background. We'll utilize all of our financial planning tools to determine your potential to reach each of the the goals we established in the second meeting.
P
Presentation
We’ll present the financial plan and go through through the recommendations, answering any questions you may have.
R
Review
We'll start implementing the plan together based on your priorities, at your pace. These important decisions will be given the time needed for you to feel informed and in control of the direction of your plan.
O
Ongoing Planning
Our regular ongoing planning meetings give us a chance to connect and discuss your progress towards reaching your goals.
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A Process with You in Mind
Every meeting we have is intentional to serve you better. Learn how the IDAPRO® Process can assist you in achieving your goals.