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Our Process

Financial Planning Designed Around You.

Connection and Partnership

At Licata Financial Design, conversations don’t start with pitches or presentations. They start with listening.

We go beyond the traditional linear financial planning model to offer truly comprehensive, integrated, and lifelong financial design. We almost don’t want to refer to it as a process, because it’s more of a connection and partnership. And every client wants to have a different experience or prefers different ways of making that connection.

While every journey is different, there are foundational steps we follow to build connection, clarity, and a strategy tailored to your life. Here’s what you can expect when we work together.

1Connection

  • 30-minute introductory call
  • Share Your Goals, Challenges, and Priorities
  • Determine if we are a right fit

2Financial Planning Engagement

  • Gather your complete financial information
  • Build your Net Worth and Cash Flow Statements
  • Review financial statements in detail

3Follow-up Meeting

  • 30 to 45-minute Zoom meeting
  • Confirm accuracy of your financial snapshot
  • Dive deeper into your goals and future vision
  • Indentify opportunities and obstacles

4Present Your Financial Blueprint

  • Walk through your financial blueprint
  • Assess our recommendations and provide feedback
  • Decide if you're ready to break ground on our partnership

5Continued Support and Review

  • Review meetings to track progress and make adjustments
  • Continued access to our team for questions, concerns, and advice at any time
  • Educational resources, events, and proactive communication to keep you informed