Financial Planning Process

We are committed to understanding every aspect of your life  in order to lead you through the comprehensive financial planning process.  While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

The financial planning process consist of the following six steps:

  1. Defining the terms of our relationship.
  2. Discussing your financial goals and objectives and obtaining your financial data.
  3. Evaluating your situation based on the information provided.
  4. Developing financial planning strategies and presenting them to you in a comprehensive written financial plan.
  5. Implementing some or all the strategies outlined in the comprehensive financial plan.
  6. Monitoring and revising the financial plan, as necessary.