In the Oxford English Dictionary (OED), “Process” has 13 noun definitions…
IPW Onboarding
Process Definition #6a: “A narration, a narrative; an account; a story; a play; a discourse or treatise of any kind; an argument, a reasoned discussion, a disquisition” (OED)
Meeting #1:
Getting to Know You
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WHO ARE YOU & WHO IS INKWELL? WHAT ARE YOUR THOUGHTS & ACTIONS AROUND MONEY AND PROFESSIONAL GROWTH? DO YOU NEED A PERSONAL CFO? ARE OUR INTERESTS AND GOALS ALIGNED?
Meeting #2:
Fact Finding & Details
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HERE WE COLLECT INFORMATION AND ASK QUESTIONS TO ENSURE ACCURACY AND THOROUGHNESS. YOU’LL RECEIVE AN EMAILED CHECKLIST TO COMPLETE AND ASSEMBLE.
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LAST YEAR’S TAX RETURN
401 (k) STATEMENT(S)
IRA/BROKERAGE ACCT STATEMENT(S)
Meeting #3
Moving Forward
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SUMMARY OF CURRENT SITUATION, FUTURE SCENARIOS, AND TACTICAL AND STRATEGIC OPPORTUNITIES
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AGGREGATED SNAPSHOT
TAX REVIEW
GROWTH MAP
Process Definition #4: “The fact of going on or being carried on, as an action or series of actions; progress, course” (OED)
On Going IPW Expectations
Winter/Spring Mtg (Jan-Apr)
Tax-Centric
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FED and STATE TAXES
INSURANCE
Summer Mtg (May-Aug)
Dividend Stability
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FOCUSED PORTFOLIO REVIEW
ESTATE PLANNING
Fall/Winter Mtg (Sep-Dec)
Intentional Growth
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FINANCIAL PLAN REVIEW
CASH FLOW ANALYSIS
RISK MANAGEMENT