Our approach to the Financial Planning Process
The most important key to achieving great success is to decide upon your goal, and launch, get started, take action, move!
-John Wooden
STEP 1
Define Goals
Specific and concrete financial goals are key to helping us understand and plan for your success
Step 2
Gather Data
Gathering relevant financial information helps us choose which strategies are most appropriate to help you reach your goals
Step 3
Analyze Data
Analyzing the detailed assets, liabilities, and risk assessment allows the advisor to construct a complete financial situation for each client
Step 4
Develop a Plan
A clear plan with specific recommendations, action steps, as well as alternative options will be presented
Step 5
Implement the Plan
After discussion, clear understanding, and full disclosure of benefits and fees, the plan will be implemented with client approval
Step 6
Monitor
A financial plan evolves over time and changes according to life events. As a result, the advice may need to change with it
Schedule a 30-minute call to learn more about how we can work together
and help you achieve your goals
