The Goal Map Meeting

This introductory meeting sets the stage for what you wish to accomplish. Your goals will be the foundation for all we recommend throughout the process.

If you decide that B&E will be a good fit for you, we would both sign the Planning Agreement.

Financial Checkpoints Meeting

We sometimes refer to the Checkpoints meeting as the “As-Is” because this shows us what your setting would look like if you do nothing different than what you are currently doing.

We would gather various, pertinent information.

We analyze all of this and present you with our observations in a written report detailing our findings for about 10 key areas of your financial lives. During the meeting, we ask a lot of questions to be sure we’ve captured all data accurately and have made reasonable future assumptions.

Navigator Meeting

The Navigator meeting is where B&E will provide written recommendations for any changes that we feel might enhance your setting and better position you to achieve your goals. We also provide you with new financial projections so you can easily see the impact of these recommendations.

As a standard part of our process, each recommendation will disclose our full fees and commissions. Our goal is to never have a client surprised by how we are paid, or by how much we get paid.

At the close of this meeting, you will be given a checklist with details of the strategies recommended to you. You will review and return to B&E when complete, selecting “yes” to those items that you wish to implement and “no” to any that you do not.

Implementation

This will include coordinating with attorneys and accountants for legal and tax matters related to the transition

The View Letter

After all items on the checklist are complete, we will provide a written summary of what we did and why in each area of your business transition.

The ReView Meeting

This is an annual check as to the progress of the transition. It may include an annual establishment of value and ensuring any funding to ensure successful completion of transition is adequate. We will discuss your current setting and update any items necessary. These may include items such as key personnel changes, retirement plan changes, stock options, insurance coverage, or new goals.