Intro Call
The Intro Call is the start of our EVOKE® Financial Life Planning & Wealth Management process, but most importantly, a chance to get to know each other.
You can expect:
- No sales talk whatsoever
- The ability to ask us anything
- An opportunity to share your goals
- A transparent dialogue about our fees
- An honest conversation to see if we are a fit
At the end of this meeting, we’ll either decide to schedule our Exploration meeting or we’ll recommend another planner that may be a better fit for you. There is no commitment other than time at this point.
Exploration
In the Exploration meeting, we’ll have a conversation where you are truly heard and you are able to dream big.
This is an opportunity to put all of your goals and dreams on the table.
- Who are the people that are most dear to you?
- What are the things that matter most to you?
- What are you truly meant to do?
If you have a partner, you both get the opportunity to be heard.
In reality, it is very rare for us to take the time to think of all of our hopes and dreams.
At the end of this conversation, you will feel heard, perhaps more deeply than you have in a very long time. It’s at the end of Exploration where we mutually will make a decision if we are to move forward with our EVOKE® Financial Life Planning and Wealth Management engagement.
Vision
In the Vision meeting, we’ll discuss your answers to the:
- Three Questions
- Heart’s Core Grid
This is the time where you prioritize your goals and begin to bring them to life. Together, we paint the picture of your life with everything as you want it to be.
If you have a partner, you both get your own vision of a great life. We will know if we have it right. When we do, you will feel energized by your future.
Obstacles
In the Obstacle meeting, we’ll look at what could possibly get in the way of you living your best life and stepping in the person you are meant to be.
By identifying the obstacles and then facing them head on, we’re starting to create your EVOKE® Financial Life Plan.
We also discuss your Ideal Day, Week, and Year and compare your ideal life to your current life.
Knowledge
Knowledge will encompass two meetings.
The first is called Getting Organized. Having pristine data in your plan is one of the most important aspects to success. The better the data, the better our advice. The better our advice, the more confident you can be that the decisions we’ll make together are edging you closer to your best life.
This is accomplished by securely connecting your financial information to our planning software called eMoney. We also discuss your Goals for Life and the steps that you will take immediately to reach each of them.
The second meeting is called EVOKE® Financial Life Plan delivery. Together, we’ve put in a lot of time and effort, it’s time to deliver and review your EVOKE® Financial Life Plan and live your best life, as we implement our Wealth Management expertise.
Execution
Now that your EVOKE® Financial Life Plan is in place, it is time to Live Wealthy! With the energy and inspiration of your ideal life, we continue to work together to help you bring your vision to life as quickly as possible.
The key is to take the time to think about what is most important to you and to continue to go after it. We only get one shot at our best life, so it’s time to step into it.
From here, Modern Wealth will continue to serve you as your fiduciary. We’ll check in on your progress and be there to help you if you go off course, if something changes, or if something exciting happens.
We’ll have meetings dedicated to quarterly reviews, check ins, what if scenarios and specific areas of Financial Planning and Wealth Management as follows:
