At MyGen Planning we partner with you to organize your finances, create a plan that reflects your goals and values, and stay flexible as your vision for your life continues to grow and evolve.
Financial Planning Process
How To Get Started
Schedule a Mutual Fit Meeting
This meeting is a chance for us to learn about you, your family, and your financial needs. We will answer your questions, and see if working together makes sense for your financial goals.
STEP ONE
Sign the Advisory Agreement
We will send you the Advisory Agreement for signature. Upon signature, we will make our financial partnership official.
STEP TWO
Start Collaboration
Schedule two additional meetings to go over values and financial goals, and gather and review your numbers to understand where you are and what you are trying to accomplish.
Go over your vision, values, and financial goals. What are you trying to accomplish and why?
Review your finances
STEP THREE
Deliver Financial Plan
We will review the information we have gathered and go over assumptions. Provide recommendations and action items.
STEP FOUR
Ongoing Planning
After creating the financial plan we will meet three times a year, more if needed, to discuss important and timely topics. We know your life isn’t static and your financial goals will evolve. Below is what we’ll cover throughout the year.
STEP FIVE
Annual Client Service Calendar
For Ongoing Financial Planning clients, planning topics include:
Winter Meeting
Annual Budgeting & Debt Review
Rebalance 401(k) & Investment Accounts
Retirement Plan Contributions
Prepare to File Taxes
Spring Meeting
Investment Review
Insurance Policy Review
Estate Plan Review
Review Tax Withholding
Summer Meeting
Check-In: Mid-Year Income & Expenses
Hold In Case of Emergency Meetings
Fall Meeting
College & Retirement Projections Update
Employee Benefits Review
401(k) Election Review
Plan Year-End Giving
Ongoing
Investment Monitoring & Rebalancing*
Unlimited Email & Phone Support
*Available to clients who add-on the optional investment management service.