Our Process
At JFJ we want to learn how we can best serve you and design a plan to help you meet your unique goals. Here’s what you can expect from your JFJ service. We use a three meeting process to:
1.) Learn about you
2.) Brainstorm ways to reach your goals
3.) Recommend a course of action to get you to where you want to be.
Initial Meeting
In this meeting, we aim to learn about you and for you to learn about us! We want to see if we are a good fit. Not just for the services we provide, more so if we get along. Money is a personal subject and there will be some hard conversations.
It’s completely complimentary.
After the initial meeting if you wish to continue the process and engage us for our services we will have you sign our client agreement and then you will receive a link to start uploading the requested documents. We will use the information to draw projections of your current financial trajectory. We call this your basic plan. This basic plan reflects our expectations if you make no changes to your current financial strategy.
Strategy Session
After we go over your basic plan we brainstorm suggestions for improvements. We run these ideas by you to get a better understanding of how you would like to move forward.
What changes are feasible? What lifestyle adjustments you are comfortable making?
We take this list of potential strategies and then we start crunching the numbers, testing how these different paths effect the outcome. We weigh many factors and narrow down to our recommended course of action.
Plan Delivery
In this meeting we deliver our recommendations. We give you all the details of the plan. We explain all our recommendations and make sure you understand what steps should be taken next as well as why.
Transitioning to On-Going Care
The real value of the plan, however, is in the implementation. From here our service continues on a retainer basis. We provide on-going advice through all stages and changes you will face. We also can manage your assets and directly implement our recommendations ourselves, taking that worry off your plate. We stay up-to-date with your current situation through quarterly meetings from this point on.