FINANCIAL PLANNING PROCESS
OUR PLANNING EXPERIENCE
At Solas Financial, we help you integrate all aspects of your financial world into a comprehensive, personalized plan that serves as a map to your most fulfilling life. We guide you through a 5-step process designed to align your wealth with your soul’s purpose and give you the freedom to spend more time doing what you love with the people who matter most.
STEP I: THE DISCOVERY PROCESS
Define what true financial independence means for your family.
What to do before this meeting:
- Sign into client portal
- Upload documents
- Create your client profile with Solas Financial
STEP II: THE CAPACITY MEETING
Gain clarity around your financial capacity and identify strategies to impact the trajectory of your future.
What to do before this meeting:
- Reflections and questions from the Discovery meeting
- Upload any outstanding documents
STEP III: THE PLAN REVIEW
Align your plan with your definition of financial independence and explore elevated wealth strategies to enhance outcomes.
What to do before this meeting:
- Complete any homework
STEP IV: THE IMPLEMENTATION MEETING
Create a framework for your plan’s success and outline clear action steps to execute.
What to do before this meeting:
- Complete any homework
STEP V: THE PATH FORWARD
Establish an ongoing relationship that supports the long-term success of your plan and your family.
What to expect from this relationship:
- Accountability to keep you on track with your goals
- Personal support for you, your kids, and their kids
- Big-picture guidance to ensure you and your trusted professionals are working in alignment with your values and vision