Our Process

Part I – Financial Road Map

Our process for full-service financial planning begins with an exercise to understand your values and what’s important about money to you.  We are practitioners of Values-Based Financial Planning™, and employ a visualization tool called the Financial Roadmap®.  In this discovery process, we will guide you to uncover & articulate (for yourself and your spouse) your most deeply held personal values as they relate to money and your life’s purpose. With that understanding, we then help you align your values with goals and milestones you have envisioned for yourself and your family.  Most people who go through this hour-long process find it enlightening, valuable, and worthwhile.

Part II – Turnkey Financial Planning Process

Should we decide there is a mutual fit to continue to work together, the next step is to engage in the Turnkey Financial Planning Process™.

Together, we will work methodically to address the following 6 critical questions:

We will accomplish this by leveraging technology, our experience & expertise, and most importantly input from you, based on your values you’ve shared with us via the Financial Roadmap exercise, your particular set of circumstances, your goals, timeline, personal preferences, and risk tolerance, among other factors.  The Turnkey Financial Planning Process is summarized in the infographic below.

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Values-Based Financial Planning™ and Financial Road Map® are the trademarks and registered mark of the Bachrach & Associates, Inc.