Planning Process

Planning Process

The advisors of OneSeven work diligently to provide our clients with the best services for their unique needs. We comprehensively overview your individual priorities and goals and then create a personalized plan we believe would work best for you.

 
Top view of diverse people hands holding together in circle, hands stack
1

Discovery
  • Get to know the client
  • Get to know OneSeven
  • Gather statements
2

Client Interview
  • What’s important to you about money?
  • What are your goals, both personal and professional?
  • What would you like to achieve with your money?
  • When you think about money, what concerns, needs or feelings come to mind?
3

Planning
  • Complete Riskalyze Questionnaire and conduct analysis
  • Complete Advize financial plan
  • Develop investment strategy recommendations
4

Present Financial Plan
  • Share financial plan with client
  • Make revisions/additions
  • Present updated  recommendations with Mind Map
  • Set expectations for ongoing communications and reviews
5

Onboarding
  • Mind Map Updates
  • Family Love Letter
  • Estate and insurance education
  • OneSeven secure document storage portal
6

Beyond the Balance Sheet
  • Mind Map Updates
  • Family Love Letter
  • Estate and insurance education
  • OneSeven secure document storage portal
7

Ongoing Commitment
  • Review changing needs
  • Investment education
  • Communicate about firm’s unique offerings including events, seminars, and charitable involvement