Our Process

At Objective Financial Solutions our top priority is getting you organized, and our six-step financial planning process helps you understand where you are today, where you want to be, and the best way to get there.

1. Initial Consultation

  • Get to know each other
  • Outline the planning process
  • Suggest best fit package

2. Onboarding Meeting

  • Review financial details
  • Discuss goals and expectations
  • Plan our course

3. Software Introduction

  • Introduce financial planning portal
  • Organize documents
  • Answer follow up questions

4. Plan Creation

  • Iterative process, 3-5 virtual meetings (emails, phone calls, etc)
  • Conducted over 3 months
  • Ongoing collaboration

5. Plan Presentation

  • Review plan
  • Make final changes
  • Plot action items

6. Retainer Services (optional)

  • Ongoing plan implementation
  • Accountability partnership
  • Continuing financial planning