Process

At Forma Financial Planning we take an iterative approach to planning that moves at your pace and is built to change as your life and priorities change. We gain efficiencies by holding our meetings virtually, simplifying the process and saving you time.

  • Meeting length: 60 minutes

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  • Complete Wealth Management Agreement
  • Open accounts with Charles Schwab
  • Rollover and transfer accounts as appropriate
  • Implement investment strategies
  • Typically 2 meetings
  • Meeting length: 60 minutes