To meet each other, discuss goals, financial pain points, and what the client is looking for help with. Explain pricing and service models for New Wave and to see if we’re a good fit to move forward.

Once a client signs on the next step is to schedule the goal setting and financial discovery meeting. Before the meeting the client will receive an email with an outline of the next steps:

The discovery & goal setting meeting is typically 1hr and we go through the financial portal, review information they shared, and confirm any missing information. We also discuss goals and priorities and talk through what is the most important to them and the biggest financial pain points that they have.

The next meeting is a plan delivery meeting. In this meeting we walk through the plan, which entails reviewing their net worth, cashflow, and going through the action items and recommendations. Depending on what we’re planning for we may look at different scenario planning in Right Capital or we may focus more on tax planning and tax projections.

If your plan is more complicated or if you want to see more scenarios

Bi-annual review meeting to check on the progress of the plan action items. Typically this involves checking on the status of the actual cash savings targets vs. the amount we had planned for, comparing investment returns vs. planned

Year end tax projection and tax planning meeting to calculate tax liability and plan for tax planning opportunities.