Receive a financial plan that's as unique as your needs and circumstances but flexible enough to adapt to life's changes.
We all have goals that we're chasing. But if we're only worried about the end, then we're not enjoying life right now. At Make Way, our process is designed to discover everything that makes you unique from your relationships and financial history to your motivations and aspirations. Digging deep helps us design a plan that fits you and allows you to live in the moment without worrying about finances.
DISCOVERY
We start all of our relationships by conducting a discovery interview. Our goal is to learn about you and what's important to you. We'll also use this time to gather the necessary data we need to help assess where you stand in relation to your goals.
EXPERIENCE DESIGN
Once we have a better understanding of your needs, we present our diagnosis of your current situation as it relates to your goals and our recommendations for how we can help you bridge the gaps in order to reach your goals.
MUTUAL COMMITMENT
Since we're looking for long-term relationships, it's important that we both agree that it makes sense to work together. Should we choose to move forward, we commit to each other to work toward achieving everything that is important to you and your family. Then we define the scope of our relationship.
21-DAY FOLLOW-UP
Sometimes paperwork and changes can be overwhelming. We'll use this opportunity to answer additional questions and make sure all of the little things are in order. This is how we ensure that your experience with Make Way gets off to a great start.
REGULAR PROGRESS
Over time, we'll continue to review any major changes in your personal or financial situation, and check in on your overall progress toward your long-term financial goals. We’ll also begin the implementation of advanced planning.