Our Process

Step 1: Discovery Session

• Discuss your financial concerns and the goals you would like to prioritize.
• How can implementing a financial plan assist in achieving your objectives?
• Review the planning process and explain the “homework” portion.

• Take a snap-shot of your current financial situation.
• Gather facts and figures relative to your assets, liabilities, income, and expenses.
• All information collected remains strictly confidential.

Step 3: Analyze Information

• Input information and run calculations to create a preliminary financial plan. 
• With your permission, we may consult with your other trusted advisors; for instance, your attorney, accountant, or stock broker.

• Propose custom solutions designed to satisfy your financial goals.
• Evaluate different alternatives to accomplish objectives within a realistic time horizon.

• Implementing recommendations is vital in meeting your financial goals
• Present your comprehensive financial plan, custom designed to reflect your current financial situation.
• We stand ready to provide ongoing support and assistance. 

• Meet regularly to measure success and make any necessary adjustments.
• It is our commitment to strategize with you overtime so as your financial goals, objectives, and needs fluctuate, we can ensure that your financial plan reflects those changes as well.

   

*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee.