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Keel Financial
Planning Process

Our process is deeper by design

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Introduce

Deep
Dive

Plan

Implement

Manage

Initial consultation and introduction

The first part of our process at Keel Financial Partners is getting to know you better. We use our consultation meetings to learn about your situation. What keeps you up at night? What are your priorities? What’s important to you about money? This is where we’ll determine if we’re a good fit for one another. Ask us anything — it’s also a great opportunity for you to learn about our team.

The “Deep Dive” – Data gathering meeting

The next phase of the Keel process is to dive deeper into what’s important to you by asking questions and evaluating data. We examine your specific situation in great detail by reviewing the financial information you provide to us. We focus on areas that are unique to your specific situation and obtain the clarity we need to build a personalized plan.

Plan presentation

With this foundation, we’ll start building your plan and provide you with a clear, concise understanding of where you stand financially, as well as areas you can focus on improvement. We forecast your plan into the future to help ensure it aligns with your goals and objectives, and also provide you the opportunity to view additional financial scenarios you wish to evaluate (earlier retirement, purchasing a vacation home, etc.).

Strategic implementation

The Keel team helps you identify the next steps and strategies, then collaborates with you for the execution. We aim to ensure your plan covers all gaps, possibilities, and outcomes. We periodically evaluate and identify ways to fine tune the plan. Do you need to save more? Invest excess cash? Hire a CPA? All of this and more will be addressed as we work through the final planning stages with you.

Ongoing oversight and management

Planning doesn’t end there. Life is complex. Things change (whether we want them to or not). We help anticipate your needs by holding regular check-ins and adjusting your plan as needed to aid in real-time decision making. This helps to keep all parties accountable and on track toward achieving your goals. It’s a lifelong process, so you won’t find any “set it and forget it” strategies at Keel.

Deep Dive

Plan

Implement

Manage

“Dave has deep financial experience and stays up to date on economic trends and current compelling options, seeking to build long-term wealth. We would never have the time or expertise to do that research.”

David and Stephanie, Clients since 2002

This statement is a testimonial by a client of the financial professional as of 09/05/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

“They bring their experience, and candor to bear and are deeply committed to always pursuing innovative strategies for us.”

Helen B., Client since 2012

This statement is a testimonial by a client of the financial professional as of 09/01/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

“We consider them to be great professionals and great friends.”

Mike & Shari B., Clients since 2007