Step Two – The Foundation Meeting

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The Foundations meeting is the second step in our Strategic Reliable Blueprint process we walk all of our clients through.

If you missed our previous episode on step 1- The FIT meeting, please review that first.

If you’d rather watch this episode, you can find the video here.

This is Nick’s favorite phase of the process and he refers to it as a jigsaw puzzle. The most important part of a puzzle is the picture on the box. For a financial plan, the most important piece is what is important to you? Who are you? What do you need? What do you want your financial plan to look like?

When you develop a complete picture of your finances it gives you a better understanding of your relationship with money, your goals, and the type of life you want to lead.

We get everything out on the table to make sure we put all the important things in your life into your financial plan. We don’t just talk about money – we talk about hobbies, travel, time, retirement, family, and more.

Listen for a breakdown of the types of questions we ask, and how this is different from what a lot of other financial advisors do.

Next up: The VISION

Need Help?

The financial advisors at Shotwell Rutter Baer work with many clients to maximize their retirement plan benefits and abilities. If you would like to find if there is more you can do with your plan, give us a call at 517-321-4832.

Check out our Strategic Reliable Blueprint process here. 

About Shotwell Rutter Baer

Shotwell Rutter Baer is proud to be an independent, fee-only registered investment advisory firm. This means that we are only compensated by our clients for our knowledge and guidance — not from commissions by selling financial products. Our only motivation is to help you achieve financial freedom and peace of mind. By structuring our business this way we believe that many of the conflicts of interest that plague the financial services industry are eliminated. We work for our clients, period.

Click here to learn about the Strategic Reliable Blueprint, our financial plan process for your future.

Call us at 517-321-4832 for financial and retirement investing advice.