The Planning Process

All clients must complete a thorough financial review culminating in the development of an individualized and comprehensive personal financial plan. This process is required because it is impossible to deliver quality recommendations without the context of a full understanding of not only your current financial situation, but also your needs and fears, dreams and aspirations.

 

Six-step Financial Planning Process

Here is our six-step financial planning process.  Step 2 is the heart of it because the direction of, and ultimately, the recommendations produced from the process rely on the accuracy and clear articulation of a client's goals, concerns, vision, and values.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The process is cyclical.  Step 6 leads back into Step 2.  As part of our life-long monitoring of your plan, we use a quarterly review schedule to determine wheter any goals, values, or life events have created changes to the plan.  And if so, we make those adjustments accordingly.