Our financial planning process consists of five stages of one-on-one meetings.
Stage 1 – Discovery
We will help you identify your financial priorities and concerns so that you can choose the planning services that are right for you.
Stage 2 – Profile
We will gather the information neccessary to prepare your plan by focusing on, first, where you are today, and, second, where you want to be tomorrow. We will analyze your taxes, income, expenses, assets and liabilities, investment accounts, and insurance programs.
Stage 3 – Strategy
We will prepare and review a current analysis and future projection with recommendations to address your goals and priorities.
Stage 4 – Implementation
We will help you establish a plan of action that addresses your priorities and concerns and help you match your goals to the appropriate financial vehicles to reach the desired results.
Stage 5 – Review
We will periodically and consistently review your financial plan and accounts to ensure that you're on target to reaching your goals, particularly as your circumstances or needs change over time. We will update you on new developments in the economy, markets, and financial industry and assist with adjusting your strategies accordingly.