Our financial planning process starts with deeply understanding you.
Only with that foundation can we make the proper recommendations.
We offer a free, no-obligation Discovery Meeting. This is the time for us to get to know each other and discuss Hesperian’s financial planning process. We invite you to book one using the button below when you’re ready:
After the call, if you decide to move ahead, we’ll schedule a Kickoff Meeting to start the five- to seven-week initial planning process:
WEEK 1
Kickoff Meeting | 60 MIN.
At Kickoff, we’ll dive deeper into what you want to achieve and what your biggest financial questions and concerns are. We’ll then help you draft a Dream Statement—your vision for the future in your own words. This document will guide everything we do together.
WEEK 2
Fact-Finding Week
After Kickoff, we’ll request the information we need to evaluate your financial status and goals. Take a week to collect and submit it through our secure Client Portal and Planning Vault. We’ll also send you some short (and hopefully fun) questionnaires. If you have questions, let us know! Ask us anything!
WEEK 3
Analysis Week
There’s nothing for you to do this week unless you have additional questions, information, or data to send to us. We take this week to analyze everything you’ve submitted and prepare ideas that address your goals and dreams.
WEEKS 4-6
Exploratory Workshops | 60 MIN. EACH
Over one to three meetings, we’ll walk through different scenarios together using our interactive software and develop strategies to achieve the future outlined in your Dream Statement. Our objective will be to decide on the implementation of a few important recommendations, which we call Action Items.
WEEK 5, 6, or 7
Plan Delivery
Next, we’ll send you digital access to your comprehensive initial financial plan, which is never done; it’s a living document we’ll update together over time. We’ll also confirm the decisions made and priorities set in the Workshop(s) so we’re clear on next steps.
Your Ongoing Planning Subscription
Once we’ve delivered the initial plan, your quarterly subscription begins. As part of your subscription, each quarter we’ll review your progress toward your goals and help you implement Action Items. If we see you need help or a reminder, we’ll reach out to keep you on course. We can also meet and help you update your plan whenever you experience a major life event or your financial goals change.
