Phase 1– Discover Your Needs
- Discuss personal and financial goals
- What are your concerns?
- What are your dreams?
- Review current financial picture
- Provide an overview of opportunities and how we can help you
- Outline next steps
Phase 2– Create Your Financial Plan
Approximately 2-4 weeks are needed for data research, organization and input of financial information for your custom plan.
- Discuss preliminary findings and crystallize short, medium and long-range goals and objectives
- Determine your risk tolerance
- Finalize goals and projections to create an accurate path to reach your goals
Phase 3– Put Your Plan Into Action
- Deliver and explain financial analysis and plan
- Review implementation needed to achieve your goals
- Allocate resources toward specific goals and complete paperwork
Phase 4– On-Going Review & Management
- Develop long-term business relationship
- Meet at least once a year for an overall review of your complete financial picture
- Review action list and financial plan to ensure we are on track