Moneycraft . . . Building Your Future One Step At a Time

As a Moneycraft client, you'll always have the peace of mind that comes from knowing that your finances are organized and managed according to a sound, long-range plan. But you may be wondering what kinds of financial issues Moneycraft will consider and handle. Below is a list of possible scenarios—and there are many others!

The Process . . . Getting Started

The Interview.
We begin with a face-to-face meeting. This get-together allows us to review your financial situation, gathering information about your income, assets, liabilities, insurance, etc. We'll also discuss your financial goals, attitudes toward money and risk, and anything else that helps us to understand what matters most to you. Finally, we'll provide you with a basic overview of our program and the unique perspective we bring to the challenge of personal finance.

The Analysis.
After our first meeting together, we'll review the information we've gathered, and perform a comprehensive analysis of your situation. Utilizing our planning software, we will model your future under different scenarios, identifying and providing a plan for the areas most in need of attention.

The Blueprint.
The next step is to compile the results of the Analysis into your personal financial Blueprint, a diagnosis of your current situation, and a prescription for how we are going to work together toward the realization of your goals. This document will be stored in a personalized, password-protected folder on our web site for your convenient reference.

Follow-up Dialogue.
Our work doesn't end with the preparation of the Blueprint. We will continue to work on your behalf behind the scenes, monitoring developments and considering actions that make sense based on your unique profile. You'll hear from us regularly, as we follow-up on items we've noted in your Blueprint, or uncover information that we think you should see, such as changes to the tax laws that might affect you. We stand ready to tackle issues that arise from your end, as well. Maybe you need some advice about a retirement plan rollover, or are trying to figure out whether to buy or lease a car, or are wondering what that 529 college savings plan you've been hearing about is. You let us know—we'll research it and provide a rapid response. Many times we'll already have, or will prepare, written materials that address what you are interested in—these we'll place in your on-line folder. Other matters will require a telephone conference that we'll schedule via e-mail.

The Interim & Annual Reviews
After six months, we'll review your Blueprint, making updates where necessary, keeping your plan for achieving financial fitness current with your goals and circumstances. Throughout the year we'll coordinate with your other financial service providers as necessary, and assist you with finding additional specialized advisors as circumstances require. As your one-year anniversary approaches, we'll begin working on a full-scale revision of your Financial Blueprint.


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