COGNITION
FINANCIAL
approach
The Cognition Financial Approach is the framework for how we work with our clients. Below, we outline our process, acknowledging that we can alter it and keep it flexible to match the needs of each client we serve.
Free consultation
A quick meeting to see if working together makes sense:
- Talk about your current situation and financial goals.
- Go over services and pricing.
- Decide if partnering with us is a good fit.
Data collection & review meeting
Gather the pieces of your financial plan:
- Securely collect important documents, including assets, debts, insurance, and more.
- Check all details for accuracy.
- Gain clarity with a bird’s eye view of your finances.
In this step, we aim to make the process as streamlined and insightful for you as possible.
Business financial deep dive
A meeting to focus on the business side of things:
- Closely review your business finances.
- Examine and assess key business documents, including insurance policies, tax returns, and more.
- Make sure personal and business finances are aligned and work together.
Our goal is to ensure a cohesive strategy covering all bases.
Collaborate and finalize
Merge all the collected information into a drafted plan:
- Prioritize goals from immediate to less urgent across key areas, including cash flow, debt, investments, and more.
- Highlight strengths and identify gaps, setting targeted goals and timelines.
- Implement assistive technology for clear tracking.
Your plan sets the stage for actionable steps and ongoing refinement to grow your net worth and reach your goals.
Accountability
The most important step to move your plan from concept to reality:
- Move forward with your financial plan.
- Set flexible deadlines and check in regularly.
- Collaborate with your extended financial team, including CPAs and attorneys, for a smooth process.
To help you stick to your goals, ongoing communication with us is a regular rhythm throughout the process.
Ongoing planning
Guiding your financial progress:
- Regular check ins and an annual strategy meeting to ensure your plan stays current and aligned with your evolving life.
- Update investments, monitor net worth growth, and adjust the plan as needed.
- Maintain communication and collaboration with us via email, phone, and text.
Next steps
1. Schedule your free consultation.
2. Explore if it makes sense to work together.
3. Take the time you need to determine whether we’re the right fit for you.