Financial Planning Process
We are committed to understanding every aspect of your life in order to lead you through the comprehensive financial planning process. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
The financial planning process consist of the following six steps:
- Defining the terms of our relationship.
- Discussing your financial goals and objectives and obtaining your financial data.
- Evaluating your situation based on the information provided.
- Developing financial planning strategies and presenting them to you in a comprehensive written financial plan.
- Implementing some or all the strategies outlined in the comprehensive financial plan.
- Monitoring and revising the financial plan, as necessary.