ANALYZE & DEVELOP PLAN
PLAN PRESENTATION & DELIVERY
MONITOR & UPDATE
We meet with you to listen and understand your unique goals and objectives for the future. We will answer any questions and detail our approach to help you navigate your financial goals.
Together we will communicate what we need and gather the data about your current financial situation.
Upon receiving your documents, our team will analyze your current situation and identify potential strategies and solutions. We will develop a comprehensive solution that can help you reach your goals.
When your plan is finalized, we will meet with you to provide a clear understanding of our recommendations and assist you with implementation.
If you are satisfied with the plan and our recommendations, we will move forward and make the plan effective.*
We view the process as ongoing and will continue to build our relationship with you while frequently monitoring and updating your plan to ensure they remain consistent with your objectives and goals.
*Plan implementation can be done through a firm of your choosing.