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How We Work

We believe in financial planning first, and that planning and investment management go hand in hand. We start all engagements with our financial planning process, and then move into investment management as part of implementing your financial plan. This allows us to make recommendations that are truly in your best interest when it comes to managing your investments and making financial recommendations.

Here is what to expect in your first 45 days of working with Resilient Wealth Planning:

Step 1: Discovery Meeting

An easy-going, 30-minute meeting to learn a little bit about you, identify your pain points and to see if we could be a good fit. If you agree to work together, we'll send you an onboarding questionnaire to get things started.

Step 2: Fact Finding Meeting

This is a 60 - 90 minute meeting, where we'll introduce you to your personalized financial website and show you how we utilize our financial planning software. We'll also take this time to review your goals, values, and financial data.

Step 3: Plan Development Meeting

This is a 60 - 90 minute meeting to fine tune your data before we finalize your plan. We provide you with a Net Worth Review, Insurance Analysis, and Liquidity review during this meeting as well. 

Step 4: Plan Delivery Meeting

This is a 60 - 90 minute meeting where we deliver your financial plan. We'll go over all recommendations in depth, and provide you with an easy "Next Steps Checklist" to implement your plan.