Our Process

Working with Power Play Financial:

At Power Play Financial, we guide our clients through a structured game plan designed for long-term financial victory.

Once we’ve reviewed and refined the plan together, we drop the puck and put it into action, implementing recommendations with precision. But the game doesn’t stop there—we provide ongoing coaching, regular check-ins, and mid-season adjustments to keep you on track toward your financial goals, no matter what challenges come your way.

Pre-game meeting- Getting to Know Each Other

At Power Play Financial, your initial meeting with Matt and Steve—which we call the Fit Meeting—is all about getting to know your goals, values, and current financial situation. This no-obligation conversation gives us both the opportunity to determine if there’s a strong match between your financial needs and our services.

This meeting is relaxed, informative, and completely free of pressure or commitment. Our goal is simple: to ensure that working together would be a great fit.

Data Gathering- Building a Clear Financial Picture

Once we’ve mutually agreed that there’s a strong fit and that working together makes sense, we move into the data-gathering phase—a critical step in creating a personalized financial plan that truly reflects your life and goals.

To ensure your information is protected, all document sharing is handled securely through our eMoney Vault—a password-protected, encrypted platform where you can upload files and access key reports anytime. This digital hub becomes the central place for managing and updating your financial information throughout our relationship.

By the end of this phase, we’ll have a comprehensive, accurate view of your financial world. This sets the stage for thoughtful analysis and a plan that’s built not just on numbers—but on what matters most to you.

Second Meeting- Laying the Groundwork for Your Financial Plan

After we’ve gathered and reviewed your financial data, our second meeting is all about building on that foundation. This is where we take a deeper dive into your goals, priorities, and any concerns you may have about your financial future.

We’ll revisit what’s most important to you—whether that’s retiring early, funding education, growing your wealth, managing risk, or leaving a legacy—and begin shaping a financial plan tailored specifically to your life. This conversation helps us clarify your vision and ensures your plan reflects both your numbers and your values.

Onboarding- Getting Started with Confidence

Once you’re ready to move forward, we’ll begin the onboarding process, designed to be smooth, secure, and stress-free. This step involves finalizing paperwork, setting up your accounts, and officially launching our partnership.

Throughout this process, our team—Matt, Steve, and Whitney—will be hands-on, guiding each step and answering any questions along the way.

Our goal is to take the administrative burden off your plate, so you can focus on what matters most—knowing that your financial future is in good hands.

Ongoing Review Schedule

At Power Play Financial, we believe that ongoing communication is key to long-term financial success. That’s why we follow a structured Review Meeting Schedule to ensure your plan stays aligned with your goals, life changes, and market conditions.

Our Standard Review Schedule Includes:

Quarterly or Semi-Annual Check-Ins
Annual Comprehensive Review
On-Demand Meetings: Life happens. Whether it’s a career change, inheritance, home purchase, or other significant event, we're available for additional meetings whenever you need guidance.

Each review is focused, proactive, and built to give you confidence in your financial direction. Our process ensures your financial plan evolves as your life does—intentionally and strategically.