YOUR FINANCIAL PLAN
For those who want a thorough financial plan, we have a very specific and well-honed process by which we engage our clients to create a unique strategic financial plan.
We will then coach you to make educated choices about your money and work toward your personal goals.
- Establish the client/planner relationship
- Gather data and determine goals and objectives
- Determine client's financial status by analyzing various client information
- Develop and present the Financial Plan
- Launch the Financial Plan
- Monitor the Financial Plan