Services

Financial Planning Process

Our financial planning process is outlined in the following six steps:

1. Establish and define the relationship and planning project parameters with the client

2. Gather client data

3. Analyze and evaluate the client’s financial situation

4. Develop and present detailed, customized financial planning and investment advice recommendations

5. Provide ongoing monitoring of the financial plan
Once we develop your plan, we will schedule a presentation meeting to review our findings and our recommendations for immediate and long-term action. We'll provide you with a detailed written plan containing our analysis of each financial area and clear recommendations and advice. Proper implementation is crucial to the success of your financial plan. We can work with you to help put your plan into action.

Some clients prefer a comprehensive financial plan that provides them with a ‘financial roadmap’ they follow themselves. Other clients prefer us to help them put the plan into action.

If this is requested, we will also:

6. Implement the financial planning recommendations
We provide detailed action steps and investment instructions to help you put your plan in place. If you would like assistance implementing the recommendations, we can help you. For clients who would like that type of assistance, we work on an hourly, as needed basis to help put your plan into action by establishing and/or transferring accounts, rebalancing and facilitating purchases and transactions of various investments recommended in your plan, and setting up automatic savings plans, as needed.