The Process

Your Unique Vision
Our Systematic Approach

Every Taylor Financial relationship follows a deliberate six-phase framework built on deep listening, rigorous analysis, and proactive partnership. No two plans are alike — every decision is yours.

Phases 1 – 5 · Days 1 through 30+

Phase One

Engagement Meeting

The first meeting is the most important. We sit with you — not across from you — and invest time understanding your unique goals, vision, and what financial freedom truly means for your life. This is not a sales call. It is the foundation of a lifelong relationship.

Day 1

What to Expect

Confidential, no-pressure conversation
Exploration of your financial vision & life goals
Introduction to our team and planning philosophy
Overview of our comprehensive planning approach
Agreed next steps and timeline

What We Gather

Complete financial inventory — assets, liabilities & income
Existing insurance policies & coverage review
Estate documents & beneficiary designations
Recent tax returns and business structures
Investment accounts and allocation history

Phase Two

Data Gathering Meeting

A purposeful, precise second meeting. We conduct a comprehensive financial inventory — examining every dimension of your wealth picture so our team can develop a plan that is complete, accurate, and deeply personal.

Days 7 – 14

Phase Three

Analyze Information

Our multidisciplinary team goes deep. Working across tax, estate, risk, and investment disciplines — we build comprehensive solutions that become the architecture of your personal plan.

Days 15 – 28

Our Analysis Covers

Risk tolerance & asset allocation modeling
Tax efficiency gap analysis
Retirement income projections & scenarios
Estate & legacy planning review
Protection planning evaluation

Your Plan Includes

Personalized financial roadmap with milestones
Investment strategy & allocation recommendations
Tax optimization strategies
Risk management & protection solutions
Estate planning action items

Phase Four

Plan Presentation

We present your plan as a conversation — not a document. Every strategy is explained in plain language, with full context. You see the complete picture: where you are, where you're going, and exactly how we get there together.

Day 30

Phase Five

Implementation

With your approval, plan becomes action. We coordinate every detail — respecting your time while ensuring each recommendation is executed with precision. You remain in full control; we handle the complexity on your behalf.

Day 30+

Implementation Services

Investment account establishment & funding
Insurance applications & policy coordination
Estate document execution with legal team
Retirement account optimization
Coordination with CPAs, attorneys & bankers

Phase Six · Ongoing Planning Relationship

Proactive Partnership

Your Ongoing Partnership

Your plan evolves as your life does. We monitor, adapt, and connect with you regularly — keeping you ahead, never reactive.

Financial Planning Review

A comprehensive review of your broader financial plan — goal progress, life changes, income updates, and opportunities across every dimension of your financial life.

Investment Planning

A focused review of portfolio performance, asset allocation, rebalancing needs, and investment opportunities aligned with your risk profile and long-term objectives.

Protection Planning

An assessment of your risk management infrastructure — life insurance, disability, long-term care, and property coverage — ensuring you and your family remain fully protected.

Year-End Tax Planning

Proactive tax strategy sessions coordinated with your CPA — tax-loss harvesting, Roth conversions, charitable strategies, and year-end moves to reduce your burden.

eMoney client portal — wealth overview dashboard

360° Financial View

Client Technology

Have Your Own
Personal Financial
Website

Every Taylor Financial client receives access to eMoney — a leading wealth management platform that keeps your entire financial life visible in one place. Check your status anytime, from any device.

Your portal aggregates every account — those we manage and those we don't — giving us a complete view of your financial landscape together. Maximum transparency, minimum complexity.

Net Worth

Real-time snapshot of all assets & liabilities

Investments

Portfolio performance across all accounts

Insurance

Coverage visibility in one unified view

Budgets & Spending

Track patterns and stay on plan

Request Portal Access

See It in Action

Watch an Overview of the
Financial Planning Software We Use

Two short walkthroughs — the client portal and our planning platform — so you know exactly what to expect before your first meeting.

Planning Overview · 8:26 min

8:26 · Planning Software Overview

Software We Use to Help
Clients Plan Better

A complete walkthrough of the eMoney platform — how we model your retirement income, visualize your complete financial picture, and run real-time scenarios during every review.

Client Portal · Introduction

Portal Introduction

Your eMoney Client Portal —
Introduction

A guided introduction to your personal financial website — how to navigate your dashboard, connect external accounts, and get the most from your 24/7 financial view.

What Your Plan Looks Like

Examples of Plans

Every plan is bespoke — but here's what the eMoney platform looks like in practice. Real client interfaces, anonymized for your review. Click any view to explore it in full.

Portfolio overview — net worth, investments, and asset allocation at a glance Anonymized data

Cash flow overview — income, expenses, and surplus tracked across your plan Anonymized data

eMoney lifetime portfolio value projections

Lifetime portfolio value — long-term growth modeling and goal tracking Anonymized data

Portfolio Overview

Cash Flow

Lifetime Portfolio Value

Ready to see a plan built
specifically for your life?

Start with a no-obligation engagement meeting — the first step in our six-phase process.

Schedule Your Meeting Contact Us

Your Unique VisionOur Systematic Approach