Our planning process begins with a Strategy Session to give us insight into your values, priorities, and goals. If we are a "right-fit" for each other, we continue our planning process.
The next step in our planning process is to collect all of the necessary planning documents to craft your Custom Income Blueprint. Once these documents have been collected, our team works to build a plan that works for you.
Our Custom Income Blueprint typically has two (2) versions and are often updated annually to account for tax planning and life changes.
- Blueprint V1.0: The first version of your complete financial picture.
- Blueprint V2.0: The second version of your complete financial picture.
- Annual Update(s): The Custom Income Blueprint is often updated to accurately reflect changes in your financial life. These updates are made on a case-by-case basis, per your request
*Custom Income Blueprint One-time and annual revision fees are subject to change and be discounted upon our discretion. See Valmark Advisers, Inc. Financial Planning/Consulting Agreement and ADV Part 2A for additional information. *