Start
Finish
Establish Client and Financial Consultant
Relationship
The goal here is for us to get to know each other so that all parties can determine whether our firm is a good fit for the client and vice versa.
Our Process
First
Planning
Meeting
We will identify your principal needs and objectives, and work with you to prioritize both short and long-term goals.
Ongoing
Review
and
Reporting
The financial planning process is ongoing and requires consistent, regular monitoring and, if necessary, modification to ensure the clients financial success.
Implementation
Based on the goals and objectives outlined in your plan, recommendations for implementation are prepared and presented and we begin taking appropriate steps to put your plan info action.
Preparation
of a Draft Plan
Following the first meeting, we will analyze all data collected and prepare a draft financial plan.
Draft
Review
Meeting
A draft of your initial plan will be presented so that we can confirm information, goals, and priorities. During this time, strategies for achieving goals are discussed and evaluated and the foundation is established for the initial working financial plan.