OUR FINANCIAL PLANNING PROCESS
DEVELOPING A FINANCIAL PLAN - While the development of a financial plan is complex and technical, we adhere to a rather simple and inclusive client interfacing approach that engages you.
1. Enlighten each other and get acquainted. We'll discuss values, yours and ours, as well as goals and dreams.
2. Engage by completing a personal needs analysis and risk assessment, as well as acquiring other information and documents that include cash, liabilities, protection, taxes and investments.
3. Establish, develop, and present personalized financial strategies and recommendations that work towards the goal of you living the lifestyle you want and deserve.
4. Execute your plan by putting it into action through carefully and appropriately selected strategies and tools.
5. Empower you to transform your financial road map into a living plan.