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Financial Planning Process

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


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


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

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