The Financial Life Planning Process…

…is different from standard financial planning. It starts with listening intently to you. Letting you totally lead the process. Financial Life Planning provides a safe space to carefully peel back the layers to reveal what matters most. Once your true desires, passions, and purpose are allowed to be expressed, then your true plan can begin to take shape.

The EVOKE® Process

The EVOKE® process was developed by George Kinder as a way to take financial planning beyond the numbers. He designed this process to incorporate the human, feeling side of money. He realized that clients came to his office with all the right questions about what they ought to do. However, when George starting asking deeper questions that made clients think beyond what they ought to, they began finding lost desires, forgotten purpose, and new passions. Most clients found things buried so deep inside and personal that they had never been revealed to spouses, best friends, or confidant. Most of the time, these forgotten and newly discovered revelations became the most important cornerstones of their financial plan.

 

Step 1: Our Initial Chat

Your planning begins with a short and simple call. We want to understand the reason you reached out to us in the first place, make sure we are a good fit for you, and understand how we work with clients.

 

Step 4: Obstacles

Every plan has its hurdles to overcome. We will identify your plan’s unique roadblocks and find ways to conquer them together.

Step 2: Exploration

We only have two questions… What do you want to accomplish? And, what would make a successful engagement? Then we listen intently and empathically. We won’t interrupt. At the end of the meeting we will explain how we can best help you.

 

Step 5: Knowledge

This is where traditional financial planning starts. We utilize our financial expertise to “run the numbers” and merge your vision into your plan. It is so important that your vision becomes the integral and central theme.

Step 3: Vision

Prior to this meeting you will answer three simple questions. The answers you find may even surprise you. Be prepared to open up the potential to new adventures your life has been craving. We will light a torch of excitement, spirit, and inspiration.

 

Step 6: Execution

Its time to make it happen. Now that we have decided what to do, its time to do it. We will assist you in an ongoing effort to implement each step of the plan. Let the adventure and your fulfilled life begin!