Our Planning Process

Establishing and Defining our Relationship

• Initial meeting over the phone or in person
• Intended to answer questions you may have about the services we provide and how we may be of service to you
• Information exchange
• Compensation arrangements
• Duration of the engagement
• No specific recommendation will be made during this time

 Discovery

• Identify what is important to you right now
• Identify your fears and concerns
• Find out what people and causes are important to you
• Inventory your assets, liabilities, benefits, income sources, and expenses

Analyze and Evaluate

• Determine where you are now and what you value most
• We assess your overall financial strategy
• We analyze your financial information
• We identify your immediate needs, strength and weakness and products to be considered
• Determine your best opportunities on which to capitalize

Create a Roadmap

• We offer recommendations that address your goals, based on the information provided
• Review recommendations to allow you to make an informed decision
• Address any questions or concerns you may have and revise recommendations as needed

Set the Plan in Motion

• We apply the planned strategies based on the decision you made
• Complete required documents
• Utilize the processes targeted toward your financial goals

Monitor and Review

• Agree upon meetings to monitor progress toward your goals, propose new alternatives, and reestablish future goal and objectives
• Update you on your investments and economic considerations
• Ongoing communication