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Lineage Experience Planning Timeline

Discovery

60 minutes

  • Create Financial Road Map
  • Identify Values and Goals
  • Review Financial Documents
  • Bridge the Financial Gap
  • Discuss Next Steps

Organize

60-90 Minutes

  • Create Online Financial Profile
  • Organize your Financial Plan
  • Cash Flow, Debt, & Risk
    Management
  • Aggregate Accounts
  • Upload Financial Documents

1-2 Weeks After Discovery Interview

Vision & Goals

60-90 Minutes

  • Review Plan Information & Assumptions
  • Set 1, 3, 5, 10+ Goals
  • NextGen Risk Questionnaire
  • Discuss Investment Policy Statement

2 weeks after Discovery Interview

Enlighten & Inspire

90 Minutes

  • Deliver Plan recommendations
  • Education
  • Action Plan for Implementation

2 weeks after Vision & Goals

Quarterly Client Progress Sessions

Quarterly Client Progress Sessions

These sessions can be done in person, phone, or virtual. 

  • Cash Flow Planning & Debt Management
  • Life Events Planning
  • Wealth Audit
  • Portfolio Performance Review & Asset Allocation Rebalancing Goals Assessment

Contact Us
Connect With Lineage

Experience the clarity of a principled partnership by contacting us to see how the Lineage Experience can transform your financial roadmap into a lifetime of freedom and confidence.

Schedule a Meeting