Take the First Step in Working with Creekview
#1
Schedule Introductory Call
A no pressure, 30 minute meeting to learn about your situation and answer any initial questions. This meeting will determine if we're a good fit to move forward to the strategy session.
#2
Strategy Session
We will take a high level view of where you are currently at financially and discuss how we can help you get to where you want to go. In preparation for this meeting, we will request some additional details about your current financial life.
#3
Sleep On It
This is a big decision! After our second meeting take time to review the information provided in the strategy session before taking the next steps.
Financial Planning
After becoming a client, we have a 4-step approach to building your financial plan.
#1
Organization & Goals Meeting
As we organize and file all of your documents, we will dive into your goals with much more precision; developing a shared understanding of what is most important to you.
#2
Develop a Comprehensive Plan
Based on your short-term and long-term goals, we will take a look at your current resources (cash flow, taxes, debt, investments, real estate, etc.) and develop a personalized, multifaceted financial plan. You will be educated concerning the investments that are chosen, which will properly support the funding of your plan.
#3
Insurance & Estate Planning
At the tail end of our initial planning sessions, we will take some time to make sure that you and your family are protected with proper insurance and estate planning documents.
#4
Monitor & Grow
Life events happen and goals change, so we will communicate regularly throughout the year to ensure your plan is based on your most current goals and that your investments are always funding your plan. Each year will culminate with an annual strategic planning session to make certain your goals continue to prosper.