From start to finish, the WealthPrint Financial Planning process typically takes 3 weeks. Creating your financial plan is a 4-meeting process:
Free 20-Minute Initial Phone Consultation - During this 20-minute phone call, we will discuss your financial goals and give you an opportunity to ask questions.  This no-cost consultation allows you to determine whether it makes sense for us to move on to the 'Data Gather Meeting.' Prior to this meeting, you will receive a list of items to have handy and/or submit in advance.
Data Gather Meeting (virtual or in-person)  - In this meeting, we will more deeply explore and discuss the details of your financial situation.  This meeting may not be necessary, depending on the complexity of your financial situation.
WealthPrint Proposal Meeting (virtual or in-person) - In this meeting (virtual or in-person), we will discuss the red flags we discovered in your finances.  We present our recommendations, discuss the value we can provide, and let you know what it will cost to begin working together.
WealthPrint Financial Plan Presentation Meeting (virtual or in-person) - In this meeting (virtual or in-person), we will present your comprehensive financial plan and start implementing our recommendations.