Our Process

Our 6-step process is designed to help you reach your financial goals.

CONCEPT INTERVIEW

• Discuss your situation
• Discuss our services
• Establish financial planning fee if applicable 
• Secure basic documents

COMPREHENSIVE DATA GATHERING

• Formalize working relationships
• Gather appropriate financial data, objectives, and risk tolerance
• Discuss and establish goals
• Discuss attitudes, views, and concerns

PRELIMINARY FINANCIAL PLAN DESIGN

• Review fact finders and assess your status relative to your goals, objectives, and attitudes
• Analyze and evaluate your current financial status
• Prepare a Preliminary Plan
• Confirm and clarify data
• “Try on” ideas and include key advisors in meetings as needed
• Refine recommendations

FORMAL FINANCIAL PLAN PRESENTATION

• Present final plan document
• Make formal recommendations
• Answer your questions
• Establish an action plan

IMPLEMENTATION

• Coordinate with other advisors
• Review and recommend specific financial instruments necessary to implement a financial plan
• Should you desire, assist in implementing your plan
• Secure recommendations

REVIEW & SERVICE

• Analyze ongoing issues
• Make adjustments as your situation changes
• Discuss periodic updates and when necessary, update planning documents