Plan Development Process

Our initial plan development process centers around you, any high-priority concerns, as well as your values
and goals. Over our series of meetings, we’ll ensure we’re a good fit, help get your financial documents
organized and then we’ll build your plan and recommendations.

Steps in the plan development process

Client Service Calendar

This is an example Next Mission Financial Planning client service calendar. These are revised near the end of each calendar year, but represents what you might expect during an ongoing relationship with us.

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Financial Plan

This is an example Next Mission Financial Planning 1-page Financial Plan. While your complete plan lives in our financial planning software, think of this as a dashboard and roadmap for the next 6 months. This is updated for each of our review meetings to help you see progress and accomplishments you’ve had as we continue to work together.

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