What to Expect While Working With Us
Meet Volare
In this initial consultation, we’ll start the process on getting to know each other. We’ll tell you about our team, our holistic approach to financial planning, and listen to your goals and concerns too. At Volare we believe that it’s not just the destination that’s important – the journey is too. We want to make sure we’re the right partners for your journey.
- Get to know each other
- Meet our team
- Goal Setting
- Get the facts/Collect the data
Behind the Scenes Navigation
We’ll analyze the path you’re currently on as well as alternate courses of action. We do this by combining decades of experience with state-of-the-art technology to create a financial plan that is customized for you.
- Analyze current course of action/data
- Review current investment risk/costs
- Develop financial planning recommendations
Discuss the Best Approach to Destination
There are many roads that can lead to a single destination. In our follow-up meeting, we’ll discuss the pros and cons of each path as we present our financial planning recommendations. We’ll also discuss any course corrections that may be necessary as we plan for critical life/financial events.
- What’s your plan/path?
- Thorough recommendations discussion
- Understand expectations
- Nail down details
- Action steps
Monitor Progress and Update
Once your plan is implemented, we’ll periodically review your progress to make sure you’re still on track. Life does not allow for your plan to be on autopilot. That’s why we’re here – to be co-pilots on your journey to achieving financial success.
