Financial Planning

 

We follow the Certified Financial Planner Board of Standard's six-step process for financial planning. After determining your financial plan, we use a variety of investment and insurance solutions to help meet your needs and reach your goals.

Our six-step process:

 

  1. Establish the Relationship: We start every financial planning engagement with an introductory meeting. Along with getting to know one another, we discuss your needs and whether our services are a good fit for you and your family.
  2. Data Collection and Goal Development: You have the opportunity to describe your goals, wishes, and dreams for the future – including timeframes and benchmarks for success. In turn, we take an in-depth look at your current financial status to determine your financial path.
  3. Analyze and Evaluate: Our team designs a plan for your unique situation and together we review every aspect of the plan. Our goal is to help you understand all of the concepts, investments, and planning approaches we recommend to you.
  4. Review the Recommendations: You have full control over your financial future. Take the time to review your financial plan carefully, and share any concerns. We will adjust accordingly until you are happy moving forward.
  5. Execute the Plan: Once you are happy with your recommendations, we set your plan in motion. This could include the sale, purchase, or transfer of securities, or the implementation of a budget or cash saving measures.
  6. Measure Progress and Evaluate: A financial plan is a living document. If your needs or goals change, we adjust accordingly. Likewise, if your plan isn't fulfilling your needs, we can analyze and make further recommendations that better suit your situation.

Top-notch client service and care are included with every financial plan. Please contact us to receive more information about our services, or to schedule a consultation.