Our Process

The planning process at Tribeca Financial Planning begins with a complimentary meeting where we can discuss your financial goals, the scope of your particular financial planning requirements and how we can work together. You'll receive a proposal outlining each element of the plan and the expected number of hours to produce it.

As we proceed, you’ll gather account statements, tax returns and other documents for preliminary analysis.  The next meeting will be an in-depth discussion of the relevant financial topics. We’ll have a continuing dialog as the plan is written in order to fill in details.

The written financial plan will include a section on each subject as well as tables to provide analytical detail.  We’ll meet to discuss this written plan and answer any questions you may have.  Tribeca Financial Planning will help you implement its recommendations and work with other professionals such as insurance agents, lawyers and brokers whose services may be needed.