Financial Planning Process

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STEP ONE: INTRODUCTION CALL WITH FINANCIAL PLANNING TEAM

During your introductory call, we’ll discuss what you’re looking for in a financial plan—what are your goals, your concerns, and your current strategies? You’ll meet our financial planning team and learn more about our services and processes to determine if we’re a good fit. When you’re ready to move forward, we’ll send you an agreement that outlines what you can expect from your financial plan with ACT Advisors.

Schedule Introduction Call

STEP TWO: GOAL DISCOVERY AND DETAILED FACT FINDING

Your Personal Financial Website

Personal Website

After you sign your documents, you’ll receive an email link to register for your personal wealth management website. Once you sign in, you’ll begin your path to a financial plan by answering a few questions about your family, goals, plans, and the property you own. This takes approximately 10 minutes to complete.

Data Gathering

Data Gathering

We’ll work with you and your other professionals to gather an extensive list of documents that will give us a thorough picture of your financial life. You can gather these documents on your own, or give our team permission to reach out on your behalf to your estate attorney, CPA, insurance agent, and/or benefits specialist. As we compile your documents, we will update your personal financial website and upload a copy of each document to your secure vault.

Connections Call

Connections

We’ll schedule a call with you to help complete your website set-up, walking you through linking all of your accounts to aggregate all of your data in one secure location. We’ll also review your financial goals, plan assumptions, and any outstanding documentation necessary to finalize your plan.

STEP THREE: PLAN DEVELOPMENT AND PRESENTATION

Data Analysis and Plan Development

Analysis

Our team of professionals will build your customized financial plan including developing optimized courses of action to help you pursue your financial goals. We’ll also perform an in-depth review and analysis of all of the documents we collected. If necessary, a list of questions will be sent to you to answer before moving ahead with the plan presentation.

Plan Presentation

Presentation

Our financial planning team will present your financial plan and will be there to walk you through each strategy, analysis, and report. Included with your plan is a list of actionable takeaways providing you an overview of your next steps.

Plan Follow-Up

Follow Up

After you’ve had time to review all of the details of your plan, we’ll follow-up with you to answer any questions you may have. We’ll work with you to further refine your plan, running and stress testing additional scenarios as needed.

STEP FOUR: STRATEGY IMPLEMENTATION AND PLAN MANAGEMENT

Strategy Implementation

Personal Website

Your plan will include customized strategies and actionable takeaways designed to help you reach your goals. We’ll implement your investment strategy based upon your plan. We’ll also keep you on track to carry through with your actionable takeaways and recommendations from your plan.

Thriving Index™

Thriving Index

We’ll use your customized Thriving Index™ to implement an investment strategy designed to help you overcome challenges and capture opportunities along the path to your goals. Importantly, your Thriving Index™ helps determine the appropriate amount of risk necessary in developing your portfolio allocation and investment strategy.

Your Living Plan

Living Plan

Your financial plan is a living document that adjusts to the changes in your life. As you are presented with new financial decisions to make, we’ll analyze and stress test your options. Each year, we’ll revisit your goals, and evaluate and update your plan as your circumstances and objectives change.


READY TO BEGIN YOUR PLAN?

Contact our office at (828) 398-2802 or click the link below to send us an email to schedule your introductory phone appointment with our financial planning team.

Schedule Introduction Call