Financial Planning Process

At Center Stage Planning, we try to make the financial planning process efficient and effective. Below is a detailed breakdown of the process. 

• During the Initial Consultation, Patrick Graver will explain his financial planning philosophies and investment approach to ensure alignment with your goals and personalities.
  
  

• He'll outline what it looks like to be a short- or long-term client of Center Stage Planning.
  
  

• Patrick will inquire about your financial objectives and what you aim to achieve.
  
  

• Together, we'll explore whether there is a mutual fit to proceed with a collaborative partnership.
  
  

• If both parties agree to proceed with a financial plan, Patrick will send you the following emails:
  
  

  • The first email is a Client Packet sent via DocuSign. This packet outlines CSP's services and our engagement agreement, including the specific cost of the services provided. You will be asked to fill out the required fields and submit the form.
    
    

  • The second email will include a Data Collection PDF and a link to create a profile on the planning software called RightCapital. The vault on this website is where you will upload all of your Data Collection documents. Finally, you will be asked to fill out an Expense Worksheet (via Google Forms), which is essential for gathering detailed insights on your cash flow.

Meeting 2: Discovery and Data Review

• There are two main focuses of this meeting:
  
  

  1. Identifying your precise needs and goals through targeted questions. This will help Patrick tailor his approach to your specific situation.
     
     

  2. Thorough review of the financial data you've provided, ensuring any gaps are filled in.
     
     

• This meeting sets the foundation for a customized financial strategy that aligns with your long-term objectives.

Meeting 3: Presentation of Financial Plan

• The presentation of your personalized Financial Plan with Center Stage Planning involves a comprehensive review that encompasses our full breadth of services tailored to your unique financial needs.
  
  

• Patrick specializes in cash flow planning to help you optimize your income and expenditures. By analyzing your financial inflows and outflows, he creates tailored strategies that enhance your savings, reduce unnecessary expenses, and ensure financial stability for both immediate needs and long-term goals.
  
  

• Patrick meticulously crafts each plan to address investment strategies, tax planning, retirement preparation, insurance solutions, and more, ensuring every aspect of your financial life is covered.
  
  

• During the presentation, Patrick explains the details of your personalized plan, illustrating how each element works together to secure your financial future and achieve your long-term goals.