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 Foundation Plan is ready, we will schedule another appointment so that your financial planner can present your plan, go over the details and answer any questions you may have. At this point, you have the opportunity to reject the Foundation Plan and your $2,995 will be refunded. If you are happy with the process you can accept the plan. You can retain Pure Financial Advisors and select an implementation package or you can choose to implement the plan on your own and take the plan with you. All Pure implementation packages are retainer-based. 100% of the Stage One Foundation Plan fee will be credited to whichever implementation package level you choose.

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.