Broker Check

Our Planning Process

 Our financial plans are not carved in stone.  As your goals and circumstances change over time, we review your program with you and make changes as needed.  Creating a plan with us will help you know where you are, where you want to be and how to get there.  Now is the time.

Step 1:   No obligation interview:  At this meeting we will get to know all about you, who you are, your financial concerns, goals and objectives.  At the end, if we are a fit for each other we will move on to

Step 2:   Gather information:  We collect your financial information including assets, liabilities, income, expenses and other relevant information. 

Step 3:   Analysis and development:  An evaluation of the information is prepared for you focusing on your goals and includes reviewing all of your objectives to determine if they are feasible. 

Step 4:   Plan presentation and delivery:  After all analysis is completed, your plan will be presented to you.  The plan will contain specific recommendations designed to help you meet your financial goals and objectives.   We will, with your permission, consult with your attorney, accountant and any other trusted professional you deem necessary to complete the analysis. 

Step 5:   Implementation:  We will implement the agreed upon plan using the specific recommendations we have made in your plan.  

Step 6:   Monitor and update as needed:  Change is the only constant in life, so each year, perhaps more frequently, we will review your financial objectives to accommodate any changes that may have occurred in your life.  We also expect to hear from you, as your financial needs change.