Planning · Video
Planning Made Easy: A Case Study
With Colin Meeks, CFP® · Published September 10, 2025
What this one covers
Abstract process descriptions only go so far, so Colin walks through a planning engagement the way a client experiences it: what gets gathered, what the meetings cover, and what the written plan and tax analysis actually look like at the end.
It pairs well with the [process page](/our-process/): same steps, real texture. If you're wondering what $500 buys, this is the honest preview.
This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.
Takeaways
- The plan is a written document with a timeline and task list, not a pitch deck
- Every engagement includes a personalized tax analysis
- You can take the plan and run it yourself; hiring us afterward is optional by design
More videos
Start with a 15-minute call. It's complimentary.
Tell us what's on your plate. We'll tell you honestly whether we can help, and you'll know exactly what working together costs before you commit to anything.
Prefer the phone? Call 410-663-0700 and ask for Colin.