It starts with you.
We believe a detailed planning process can be one of the most effective ways to create financial security. Our process begins with getting to know you and your goals. Tell us where you want to go, and we’ll work with you to develop a plan that suits your needs. And as your life changes, we’ll adjust your plan so it better aligns with your new path.
So what are the steps?
1. Initial Conversation
Our process begins with a simple conversation to learn more about you and your goals. This is also an opportunity for us to share who we are and start to determine if it makes sense to continue into a data gathering and preliminary analysis phase.
2. Data Gathering & Preliminary Planning
The next step is to gather all pertinent financial information. Assets, Investment Statements, Liabilities, Income Sources, Insurance and any other relevant financial information. With this information from you, we can prepare a preliminary analysis to identify any areas that could be improved or adjusted to help you maximize your financial efficiency.
3. Further Analysis & Implementation
After covering the steps above, we are in a better position to have a discussion about working together and what that could look like going forward. If you choose to work with us, we will then provide further analysis and help implement each area of your financial plan.
4. Ongoing Support & Advice
Once your plan is implemented, we will set up a schedule for ongoing reviews to track progress and make ongoing adjustments. We are also here for you anytime throughout the year when questions or needs arise.
Contact us today to see how a financially sound plan may bring you closer to your goals.
