Financial Planning Process

We will take you through a thorough fact finding process in order to better understand your needs, after which we will carefully analyze your situation. Our recommendations are coupled with education, and ample opportunities for you to ask questions. There are no cookie-cutter solutions. We recognize that every situation is unique.

Introduction: Where do you want to go? How could we potentially help you? Let’s get to know each other. We will also use this opportunity to gather some basic facts about your situation.

Discovery: We meet again to obtain deeper detail, fill in the gaps, and ask each other any further questions.

Analysis: Back at our office, we crunch the numbers and come up with several scenarios to present to you.

Presentation: We deliver our recommendations to you. You will be fully educated on your options so that you can make an informed decision that feels right for you.

Implementation: Should you decide to move forward with us, we would help you implement the proposed strategies.

Ongoing maintenance: Over time, your situation is bound to change. We stay in touch through regular reviews and other timely communications.

* Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.