The Planning Process
A successful financial plan consists of written goals, an action plan, and is monitored and updated as part of an annual review.
INITIAL DISCOVERY MEETING
Information gathering. We will take the time to ask about your dream financial destination so we can help you get there.
FACT REVIEW
We'll make sure we understand your current situation, goals and objectives.
PLAN PRESENTATION
Present the plan document. We will work together to build your custom comprehensive plan.
IMPLEMENTATION *
Implement the plan. We will create a prioritized timeline, coordinate with your trusted advisor to ensure satisfactory completion.
PROGRESS REVIEW
We will stay by your side to review your progress and adjust the course when you have changes in your family, financial, tax or other situations.
* Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.
