RADIANT Wealth Planning Financial Planning Process
RADIANT Wealth Planning Financial Planning Process
This process includes 5 meetings and takes 8 weeks.
Meeting 1: Meet & Greet
A free introductory virtual meeting where we can get to know one another and assess a mutual fit, build rapport, and share about our firm and pricing to affirm the next steps.
Meeting 2: Discovery
We will focus on your goals, dreams, and what keeps you up at night which will allow us to understand your unique needs and objectives. From there, items will get prioritized in the order that is most important to you.
Meeting 3: Get Organized
Together we’ll collect any necessary information while helping you sort through your financial lives and get organized. This is the launching pad where we will begin from.
Meeting 4: Explore Possibilities
It’s time to explore possibilities by using our financial planning software to analyze and evaluate your current financial status together.
Meeting 5: Plan Delivery
We’ll present financial planning strategies with quarterly action items. The goal is to have a roadmap for the next 4 quarters and commit to implementing the top 1 or 2 recommendations.
RADIANT Wealth Planning, LLC is a fee-only financial planning and investment management firm located in Newport Beach, CA
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About the Author
Randa Hoffman is the owner and financial planner at Radiant Wealth Planning, a fee-only financial planning and investment management firm exclusively for women. She helps ease the uncertainty around retirement, tax planning, and transitioning wealth so that women can live a life they’ve always dreamt of. She holds an MBA and EA and lives in Newport Beach, CA.