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You’ve “made it” – on paper, at least.

But you ask yourself, “Is it enough?”, as there are potential missteps that can cripple your dreams.

That’s why you need a plan – one that, given your goals and objectives, protects your life’s work.

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6 Stages of Financial Planning:

When you engage our services, you benefit from personal attention and our prodigious financial experience. We take the time to fully understand you and your needs. Then we provide you with the information, advice, and alternatives you will need to make the appropriate decisions about your financial future. You see, we believe that it’s not only our responsibility to help you make the most of your income and assets … but also to help you make the most of your life!

1 – Establish and define

1 – Establish and define the client-advisor relationship:

We begin by discussing how we can work together to develop and implement your financial plan.

We need to understand your financial situation, but we also want to help you define your goals and objectives.

2 – Gather client data

2 – Gather client data, including goals and expectations: The more detailed information we can obtain, the more customized and accurate your personal financial plan can be. We conduct a holistic audit of your current estate, investment, insurance, and business owner situation (if applicable). Based on this information, we develop a comprehensive financial condition model of your current situation, including cash flow, risk management, tax reduction strategies and estate distribution projects.

3 – Process and analyze information

3 – Process and analyze information to determine financial needs:

We analyze information gathered from the financial condition model to identify gaps and opportunities between your current financial planning and your objectives and risk tolerance.

This helps us determine to what level you are meeting your financial goals with your current strategy.

4 – Develop and present options

      • 4 – Develop and present financial planning options: Based on your input and our analysis, we offer strategies and identify solutions that are an appropriate fit for your personal situation and, most importantly, are consistent with your objectives. This stage – is one of the most important in our process because it is where the financial planning takes shape.


5 – Implement the financial plan recommendations:

5 – Implement the financial plan recommendations:

We present the specific recommendations that will help toward meeting your needs, and discuss the pros, cons, risks, and costs for each recommendation. This helps ensure that you will make an informed decision.

6 – Review the financial plan recommendations:

6 – Review the financial plan recommendations: Many factors can impact the viability of your financial plan in the future – a life event, unexpected expenses or income, a change in taxes, etc. We meet with you to check the status of the financial plan by comparing actual results to initial assumptions to determine if adjustments need to be made.

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