The Camp Wealth planning process.

An inside look at how I can help you plan for financial freedom:

Step #1: Schedule a Discovery Meeting
This is a complimentary Zoom session to learn more about you, your family, and your unique financial needs. We’ll use this time to go over what you can expect as a client of Camp Wealth. We will discuss and define the expectations of this relationship and determine if we’re a good fit to help you create a roadmap to financial freedom.
Step #2: Sign the Customer Agreement
I will send you a Customer Agreement for signature.
Step #3: Getting to know you meeting
Your first meeting as a client will cover understanding more about you (& your family): what is important to you, how you view long-term success, and your values.
At the end of the meeting, I will share the data gathering checklist with you.
Step #4:  Data Organization Meeting
We will have a meeting to review the information I’ve gathered for accuracy. I will likely have some clarifying questions I ask you here that will help me create the initial financial plan.
Step #5: Cash flow Meeting
In this meeting we will review your current cash flow. We will discuss current spending and check in to see if it aligns with what you value most.
We may also discuss opportunity for savings and tax-efficiency.
Step #6: Financial Plan Presentation
During this meeting, I will present your 1-2 page initial financial plan.
Step #7: Implementation & Follow-Up
I will then help you implement the financial plan. I encourage any and all questions you would like to ask for clarity in your roadmap to financial freedom.
After this, we will start the client process of 2 formal reviews per year with unlimited access for phone, email, and virtual meetings.
Talk with Rachael
Just some of the topics we’ll cover
• Employer retirement plan review
• Planning for home/car purchase
• Retirement/financial freedom
• Investment management
• Insurance coverage
• Education funding
• Tax planning