Working with us
Our process to create, monitor, and adapt your financial plan.
Take your first step forward
The first step to becoming a client of Tranquil Path Financial Planning is to complete our discovery questionnaire, which will help us learn about you and determine if we are a good fit.
If it looks like we are a good fit, we will schedule a quick introductory call. If not, we will send you some resources or suggestions of planners who may be better able to meet your needs.
Before becoming a client
STEP 01
Fill out our Questionaire
Our quick form will help us determine if we are a good fit for you.
STEP 02
We schedule a call or send resources
If we think we are a good fit for each out, we will schedule a call.
If not, we will give you resources to find a planner who might be a better fit for your situation.
step 03
Get to know you call
We use this ~30-minute call to learn more about each other and the way we might best serve you. If you are interested in proceeding, we will ask for data from you to prepare a fee quote.
STEP 04
Discovery meeting with a fee quote
In this 1-2 hour consultation, we will discuss the details of your financial need, give you a few pointers, and provide you with a firm fee quote
Creating your plan
We use the “plan of attack” from our priorities meeting to dive deeply into learning about your finances. We create a customized plan that covers your full financial picture. From life planning to retirement to investments to insurance, we want to ensure everything works together to form a plan to help you create an amazing life.
To see the many topics we cover, see our Financial Planning page.
Frequently, we are able to cover all areas of your financial plan in the first year, or even the first few months, but it can sometimes take a bit longer.
Client PRocess
setting Priorities
Once you sign up, we will have a meeting with the specific purpose of collaborating to create a plan for when we will cover each topic. This will prevent you from needing to wait many months for us to cover your most burning question.
We also use this time to gather a bit more information to make the backstage onboarding go more smoothly for everyone.
Ongoing Planning
We cover tax planning and investments for every client every year. In addition, we have a rotating “meeting of the year” to ensure that we stay on top of all the other core financial planning topics: Retirement, Life Planning, Insurance, and Estate Planning.
Of course, other topics will become arise at different times. Whether this is something predictable like education planning or something less expected like a job change, we are always happy to set up additional calls or meetings.
We are also always available by phone and email!
