A process centered around YOU, the client.
Click and learn more about the process:
ESTABLISH CLIENT-PLANNER RELATIONSHIP
Our first step gives us an opportunity to get to know each other and determine if working together will be a good fit. If it seems to be a good fit then we can establish the foundation of the planning relationship.
GATHER DATA/DETERMINE GOALS AND EXPECTATIONS
Our team will gather relevant financial information to help us understand your current financial status. This step also provides an opportunity to organize and fine tune your goals.
ANALYZE AND EVALUATE THE YOUR FINANCIAL STATUS
We crunch the numbers and determine the best possible way for you to achieve your goals.
DEVELOP AND PRESENT THE FINANCIAL PLAN
We will develop the plan and present it to you in a plain-English, visually-rich way. Our plans are designed to address your holistic financial situation and we help educate you so you understand the plan completely.
IMPLEMENT THE FINANCIAL PLAN RECOMMENDATION
We will use the plan to implement the discovered solutions that best meet your goals.
MONITOR THE FINANCIAL PLAN
We will monitor and revise your plan and investments on a periodic basis to maintain a lifetime level of economic and personal consistency.