In the blueprint meeting, we review our values and goals conversation and gather essential facts to create a comprehensive picture of your financial portfolio. This crucial step equips us with important information to complete a blueprint fact finder, laying the groundwork for your financial plan.
With a comprehensive analysis in hand, we gather for the strategy meeting, which typically lasts 90 minutes. Here, we present various planning options and engage in a collaborative discussion to identify the strategy that aligns best with your financial goals. We provide you with a clear visualization of each option’s cash flow implications, empowering you to make informed decisions.
After ample time for review, we convene to discuss our recommendations. Together, we determine the investment strategy that will propel you towards achieving your financial dreams. This meeting generally lasts about one hour.
*annual fee due
At this stage, we focus on completing all necessary paperwork to put your selected strategy into action. We establish online access for your accounts and thoroughly review your initial account statements, ensuring a smooth transition towards your financial goals.
As your relationship with us continues, we meet regularly throughout the year for standard of care meetings. During these sessions, we review your financial plan, ensuring it aligns with your evolving goals. Depending on the life stage you and your loved ones are in, discussion topics will vary. This commitment to care extends throughout your journey, before and through retirement.
OUR PROCESS FOR BAE EMPLOYEES
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When we decided to transition to more active engagement on our portfolio planning and management, we found that Jeff and the 30,000 ft. Wealth Management team had both the tools and know how to assess our complex portfolio. We were delighted to transition to their services. The ability to run through all the moving pieces of both our life and our portfolio to get us a solid future view is exactly what we found with the team. We always look forward to working the plan with them!
– Angie Lommen Retired Program Director – Bradley Fighting Vehicles
Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.