Crafting Your Financial Future
Our Personalized Process
At Meeks Capital, we believe that a personalized approach to financial planning is the key to helping our clients achieve financial success.
Step 1
Discovery Meeting
Our Process for every client Starts with a Get to know us Meeting!
The focus and value of our service begins with identifying what is important to you and your expectations for how your finances should be. During this exchange, we will review any financial documents brought to the discussion. We will ask qualifying questions, share information, and just get comfortable with each other. An evaluation will then be made as to whether we should move to the next step.
During the meeting, we will:
- Learn about your core values and guiding principles.
- Seek to understand your financial concerns, and how you have been addressing them.
- Discover your financial objectives and what success looks like for you.
- What you’re looking for in a Financial Professional
- Costs to engage with us
If we both decide this a good fit we get started on the next stage.
Step 2
Development Meeting
After the first meeting, we start to identify what matters most to you, including your monetary needs, family, and future plans.
- We will begin the process of identifying your life goals (i.e., core values, family, monetary needs, future plans, etc.).
- We analyze your current situation and evaluate all areas of your finances such as your Assets and Liabilities, Investments, Insurance.
- A formal plan is developed and presented to you documenting where you are today in respect to your goals for the future with a road map to take you there.
Step 3
Implementation Meeting
A financial plan is of little value if no action is taken. By implementing the recommended tasks in your plan, you begin to achieve your goals.
- IMPLEMENT- MONITOR - Observing your progress and the actions taken towards your goals is crucial. We review and re-evaluate your plan and adjust accordingly as things change.
The final step in our process is the Monitoring and Adjusting Course Phase
Step 4
Monitor and Adjust Course
The step stresses the importance of the dynamic nature of your finances along with the changes that life naturally brings
- Observing your progress and the actions taken towards your goals is crucial. We review and re-evaluate your plan and adjust accordingly as things change.
- The best advice we can offer you is success and contentment in life have little to do with the number of zeros in your accounts but instead are related to the fulfillment of your life goals.
We will make every effort to embrace your life goals and develop solutions that reflect how YOU define true wealth!
We will make every effort to embrace these life goals and develop solutions that reflect how YOU define true wealth – not us!