Financial Planning Process

Our Financial Planning Process

Planning is everything, especially when it comes to attaining your long-term financial objectives. It's the best way to identify your path, set your mile markers and help get you where you need to go.

Achieving your financial goals requires more than simply choosing the right investment products. We believe financial success requires a deep understanding of not only your objectives, but your personal values, time horizon, risk tolerance, and expectations.

We have a vast array of planning tools that we put to work on your behalf. These tools allow us to take into account important variables including economic, tax law and other changes in your life.

Key steps in the financial planning process include:

Needs assessment

Let's spend our first meeting simply talking through what goals you have, benefits that can come about by achieving them, obstacles that you might be facing and whether or not we are a good fit to work together.

Detailed Data Collection

Our second meeting is focused on a more detailed review of your current goals and situation. We'll look at time frames, cash flow now and projected into the future, current holdings, liabilities, tax situation and legacy considerations.

Analysis

We conduct a detailed analysis of your progress to date and we provide personalized suggestions for your future. We deliver sound and pertinent information for you so that you can be confident in the personal decisions that you make.

Take action and review

Creating the best possible plan doesn't matter unless action is taken. We help you take action and maintain your plan over the long run. We engage in an on-going, regular review process that we feel helps makes a difference in the level of success our clients experience.

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