Signature Planning Process: 5 Steps for Your Financial Future

By Luke Sullivan on July 18, 2025

We believe that financial planning should be personal, proactive, and empowering. That’s why we created our five-step Signature Planning Process — designed to help you take control of your financial future with clarity and confidence. This week, in place of our usual Upticks video, we’re sharing a special 3-minute feature that offers a quick but powerful look at how we help guide clients through this process.

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Step 1: The Introductory Meeting

This is where the path to wealth begins. Whether we meet in person at our Kansas City office, over Zoom, or by phone, this meeting is all about getting to know you. Beforehand, we’ll ask you to complete a secure client intake form so we can come prepared to have a meaningful conversation about your goals, values, and current financial picture.

Step 2: Team Collaboration

Behind the scenes, our financial planning team gets to work. Using the information you’ve shared, we build a customized financial plan tailored to your specific goals. This includes crafting an appropriate asset allocation strategy to support your plan and help set the foundation for future success.

Step 3: The Follow-Up Meeting

Next, we present your personalized financial plan. This is often a favorite moment for our clients — seeing their plan come to life on screen. We’ll walk through your long-term projections and highlight opportunities to improve your retirement outlook, reduce taxes, and help enhance investment performance.

Step 4: Implementation

Once your plan is finalized, our dedicated operations team steps in to make it happen. From opening accounts to securely transferring assets, our account manager’s will guide you through every step of the onboarding process, help create a smooth and seamless transition.

Step 5: Ongoing Proactive Outreach

Financial planning isn’t a one-time event — it’s an ongoing relationship. We meet with our clients two to four times a year to review their plan, adjust for life changes, and help stay ahead of tax planning opportunities. Our team is always here to answer questions and provide support whenever you need it.

If you’re already working with us, we hope this gives you a helpful behind-the-scenes look at how we support you and our financial plan. And we thank you for your continued trust.

If you’re new to Falcon Wealth Advisors, we invite you to watch our 3-minute video and see how our Signature Planning Process could help you build a more confident financial future.

Have questions or ready to get started?
Reach out to our team anytime — we’d love to hear from you.