Our 5 step process
Define | Gather | Analyze | Develop | Implement
Let’s Get Started!
Planning for the Future
Plans and goals require action to be achievable. Careful attention to details in the planning process should significantly increase the potential of developing a sound financial plan. We would like to help you move forward.
Start with the basics
Step 1 - Define Your Goals
This will be the way we begin our relationship: talking about your wants, needs and lifestyle. Since this process is all about you, this will be one of the most importatant conversations we have.
Step 2 - Gather Your Financial Information
To do the best job possible for you, we will complete a fact finder that consists of information about you and your finances.
Step 3 - Analyze Your Information
We take all of the information we’ve gathered and create a profile that we can use to produce reports and begin to develop solutions to help you reach your financial goals.
Step 4 - Develop & Present a Financial Plan
This will be the meeting where we talk about financial solutions, review reports and discuss more in depth the options available to you. Hopefully we can leave the meeting with a clear path forward or, at the very least, address answers and receive new questions or concerns.
Step 5 - Implementation & Review
We will make recommendations and be at your service during the implementation process, and will be diligent to make sure everything is completed in line with your goals and decisions. We will be able to coordinate with other professionals such as accountants or investment managers to try to make this process as simple as possible.
Moving Forward
We have a company standard to always be available to you no matter your strategy. You may be in a buy-and-hold account or in an account that requires continuous monitoring. We commit to being a resource for you. We look forward to being a part of your journey and do not take your time or business for granted.
Conclusion
We strive to be someone you can trust and to put you in a position where you can be successful. No financial advisor can guarantee success, but we will pursue a successful outcome for all of our clients.
“Planning is bringing the future into the present so that you can do something about it now.”
— Alan Lakein
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