Our Process

Our Process - Clancy & Associates
When you become a client, it’s easy to see where your project is at any time in our process.

All clients begin in the Consultation & Design Meeting phase, where we learn about your family, your concerns and brainstorm a strategy and plan to capture your goals and your child’s milestones. If we will be preparing documents as a part of your plan, your project will enter the Drafting Phase and continue through the remaining steps. In projects where documents are not necessarily a part of our plan, such as our consulting work or life planning, we will work with you to establish a regular cadence of meetings and other check-in points.