The Kinridge financial planning process
Our Six Step Financial Planning Process
Step 1
Book your consultation
The first step of the financial planning process is to schedule an optional, but recommended, 15-minute consultation and find out if our financial planning services are right for you.
Step 2
Purchase your Plan Package
From the website, purchase the plan package suitable for your needs.
Step 3
First Contact
You will receive your welcome email confirming your purchase, followed by your onboarding email, which contains everything you need to begin the financial planning process.
Step 4
Complete the Discovery Package
Complete the steps laid out in your onboarding email and submit your Discovery Package to start the planning process.
If necessary, once your Discovery Package is submitted and reviewed, we will book a 15-minute call to clarify any details.
Step 5
Plan Package Preparation
At this stage, our CFP® professional will work on crafting and fine-tuning your plan package.
Step 6
Plan Presentation and Plan Package Delivery
The final step in the financial planning process is to book a one-hour virtual meeting for your plan presentation. During the meeting, we will go over your financial plan in full detail.
After the presentation, we will deliver your Plan Package with a guide to its contents, which includes all the steps to achieve your financial goals.
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