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