The Pure Financial Advisors Planning Process

Our planning process is done in three stages. Each stage is priced independently to give you the greatest amount of control and comfort.

At your first meeting, your Pure Financial Advisors financial planner will want to get to know more about you. Some of the topics you'll discuss include your current financial situation, your goals and your risk tolerance. Allow at least two hours for this initial data-gathering session. You'll be given a homework assignment with a list of documents and other information you will need to provide for the development of your Foundation Plan.

While your Foundation Plan is in development, your planner may contact you for clarification or to ask for more information.

When your planner is ready with strategic recommendations, a plan strategy session is scheduled to review the rough recommendations and make appropriate adjustments. Depending on the extent of any required adjustment, action plan implementation may begin at this point. The initial plan is then completed and scheduled for presentation and review.

During the implementation of your plan your financial planner will set up your encrypted personal website, provide a selection of approved attorneys and tax professionals, complete the recommended action plans, organize the processes and keep you informed. When the initial implementation is complete, your planner will continue to organize, update, monitor and keep you informed as to the progress of your personal plan and components.