Blueprint
Congratulations And Thank You!
You have made a great decision to invest in your financial success, and get a Blueprint to map out your financial future. I am also thankful and honored that you chose me to help you in this important work – thank you!
This page will help you understand what to expect as we go through this process. If you ever have any questions, please don’t hesitate to email me: Scott@ForthrightFinances.com
What To Expect In Our Blueprint Process
Step 1
- Sign Financial Plan Agreement (From DocuSign)
- Pay First Half Of Invoice (From AdvicePay)
Step 2
- Scott Will Send Invitation To Input Info Into Right Capital
- Connect Financial Accounts, And Upload Important Documents To The Right Capital Vault
Step 3
- Schedule Next Meeting (60 Minutes)
- The Purpose Of This Meeting Is To Develop Life And Financial Goals
Step 4
- Scott Creates Your Blueprint (This Takes 2-3 Weeks)
- Scott Reaches Out To Schedule Next Meeting
Step 5
- In A 60-90 Minute Meeting, Scott Delivers Financial Blueprint, Mapping Out Step By Step Action Items To Take To Achieve Goals
Step 6
- 30 Days Of Follow Up To Discuss Any Question On The Blueprint And How To Implement It
- Pay Second Half Of Invoice (From AdvicePay)
- Sign Up For Navigation (Ongoing Financial Planning Support)