White logo on a light gray background reads MVK Financial Planning with the tagline Growing Beyond Investments in cursive below.
Schedule Complimentary Meeting

Here’s How The Process Works

With MVK Financial Planning by your side, you can move forward with clarity and confidence, knowing that your financial well-being is our top priority. Embrace a future where your dreams are transformed into achievable goals, and your financial path is clear and secure.

 

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Complimentary Meeting

This is an opportunity for us to get to know each other. You can ask questions that are important to you. Get to know us and our
services.

Schedule Complimentary Meeting

How The Process Works

A woman smiles as she shakes hands with an older man across a desk, while a man beside her sits close and smiles. They appear to be in a pleasant, professional meeting in a bright, comfortable setting.

1. Discovery Consultation

We begin your journey by taking time getting to know you on a deeper level – understanding your unique financial landscape, goals, objectives, values, and how you envision your future.  What is important to you?   

A sticky note with My Financial Plan written on it is placed on a blue wallet, next to a stack of cash, a calculator, and a black marker on a dark wooden surface.

2. Personalized Financial Blueprint

We evaluate and analyze everything to create your Personalized Financial Blueprint.  This written document covers all the areas you have requested.  It provides your probability of success as well as recommendations to maintain and/or improve your success for the future. 

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3. Implement & Monitor

The next step is to put your Financial Blueprint into action and closely monitor progress. While many parts of the plan can be executed by following the outlined action steps, we’re in this together. MVK will be there every step of the way, providing guidance and support whenever needed, ensuring you stay on track as you move forward with confidence.

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4. Financial Flexibility & Confidence

The purpose of your journey is to attain Financial Flexibility and Confidence, enjoying life as you planned.  By working together through our structured process, you gain clarity and control over your financial future.  With a solid plan in place, you can navigate the future with confidence, knowing that you have a dedicated partner looking out for your best interests. 

A document labeled Investment Portfolio lies on a wooden desk next to a blue pen and two stacked folders, one green and one blue.

Investment Management

Managing investments is part of what we do at MVK Financial Planning.  Investing is used to help accomplish your long-term goals.  We are here to help in determining your tolerance for risk and establishing an investment portfolio that can help you sleep soundly.  Life is not stagnate, and neither is investing.  We are here to assist through the changes in your life.  We are also here to walk with you through rebalancing and coach you as the markets have ups, downs and corrections.    

Schedule Complimentary Meeting