![planning-process-2 Planning process steps image](https://i0.wp.com/falbowealth.com/wp-content/uploads/planning-process-2.jpg?w=1080&ssl=1)
Falbo Wealth Management Planning Process
![step1 intro call](https://i0.wp.com/falbowealth.com/wp-content/uploads/step1-50.png?resize=50%2C50&ssl=1)
1. Introductory Phone Call
Introductory meeting where we see if we can bring value to your circumstance and if it makes sense to move to our Education & Strategy Session.
![step 2 education and strategy icon](https://i0.wp.com/falbowealth.com/wp-content/uploads/step2-50.png?resize=50%2C50&ssl=1)
2. Education & Strategy Session
Complimentary review of everything you need to know about planning for a 21st century retirement, review of the common myths that come with retiring, and a strategy session on the key retirement issues of today.
![step 3 exploratory meeting icon](https://i0.wp.com/falbowealth.com/wp-content/uploads/step3-50.png?resize=50%2C50&ssl=1)
3. Exploratory Meeting
In-depth discussion designed to help you and all involved gain complete clarity on your goals, wants, needs, opportunities, and investment experience with the vision in mind of a life well-lived, whatever your definition.
![step 3 exploratory meeting icon](https://i0.wp.com/falbowealth.com/wp-content/uploads/step4-50.png?resize=50%2C50&ssl=1)
4. VORRG Meeting
(V)ision Statement
(O)bstacles & Concerns
(R)etirement Lifestyle
Questions and Numbers
(R)isk Tolerance
(G)oal Setting
(O)bstacles & Concerns
(R)etirement Lifestyle
Questions and Numbers
(R)isk Tolerance
(G)oal Setting
A review of all the tools and financial knowledge we need for us to plan collaboratively and create custom-made recommendations for your circumstance.
![step 5 plan and strategies icon](https://i0.wp.com/falbowealth.com/wp-content/uploads/step5-50.png?resize=50%2C50&ssl=1)
5. Plan & Strategies Review
A review of our concise executive summary of recommendations and strategies that are tied to your life goals, values, wants, needs and opportunities, and circumstance.
![Ongoing icon](https://i0.wp.com/falbowealth.com/wp-content/uploads/step6-50.png?resize=49%2C50&ssl=1)
Ongoing
Implementation, ongoing reviews, & progress reports.