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The Crafted Planning Approach

Imagine a financial plan that aligns with your life goals, not just the numbers.

That’s what we create for you—a strategy that works as hard as you do, tailored to your unique situation and aspirations.

Here’s how we’ll partner with you to build your financial future:

Step 1

Let’s Get Acquainted

(30 minutes)

This is your opportunity to share your story and vision. We’ll listen intently to understand what matters most to you. You’ll learn about our approach and together we’ll determine if we’re the right fit for your journey. If not, we’ll gladly connect you with trusted colleagues who might better suit your needs.

SCHEDULE YOUR INTRO CALL

Timeline: We’ll aim to meet again in 1-2 weeks, giving you time to reflect and gather your thoughts.

Step 1

Step 2

Diving Deep into Your World

(Two 60-minute sessions)
  • Meeting 1 – Your Goals & Values: We’ll explore what drives you, your personal and professional ambitions, and the legacy you want to create.
  • Meeting 2 – Your Financial Landscape: We’ll map out where you stand today and where you want to be. You’ll gain clarity on your assets, liabilities, cash flow, and how they align with your aspirations.

Timeline: We’ll take 2-3 weeks after these meetings to craft your personalized financial plan, ensuring a thorough and custom-fit strategy.

Step 2

Step 3

Your Tailored Financial Blueprint

We’ll present a comprehensive plan designed exclusively for you. Together, we’ll review:

  • Your complete financial picture, including net worth and investment allocation
  • How your current trajectory aligns with your goals
  • Specific, actionable recommendations to bridge any gaps
  • Tax optimization strategies
  • Risk management and protection planning

You’ll leave with a clear understanding of how each element of your plan supports your objectives.

Download a Sample Financial Plan Here

Timeline: We’re ready to move forward with you once you feel comfortable and ready to proceed!

Step 3

Step 4

Bringing Your Plan to Life

This is where your financial vision begins to take shape. We’ll work closely with you to implement each aspect of your plan, coordinating with your other trusted advisors (like your CPA or attorney) as needed. You’ll see tangible progress as each piece falls into place.

  • 100-Day Review: We’ll reconvene to ensure smooth execution and address any new questions or concerns you may have since we started.
Step 4

Step 5

Nurturing Your Financial Growth

Your life evolves, and so should your financial plan. Our ongoing partnership includes:

  • Biannual in-depth reviews to celebrate progress and fine-tune your strategy
  • Annual deliverables: Income Tax Review, Year-End Tax Summary, and a Beneficiary / Estate Plan Check-up
  • Regular check-ins to address life changes or emerging opportunities
Step 5

Your financial journey is more than just numbers—it’s about aligning expert advice with your unique life story. Our areas of expertise include:

  • Financial Planning
  • Proactive Tax Planning
  • Retirement Planning
  • Insurance & Risk Management
  • Legacy & Estate Planning
  • Investment Management

See it all come together – Download Sample Financial Plan.

Ready to write the next chapter of your financial story?
We're excited to begin this journey with you.

Schedule your intro call
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  • +1 623 244 0252
  • jordan@craftedplanning.com
  • Glendale, Arizona
  • Serving clients virtually coast to coast
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