Financial Planning Process

Our Six Step Financial Planning Process


Establish and define your goals and objectives:
The planner will get a clear understanding of your current financial situation and you and the planner will mutually define your goals and objectives.


Gather data:
The planner will gather all of the necessary information to prepare your plan.


Analyze and evaluate your financial status:
The planner will review and analyze your current portfolio, tax situation, income and expenses, estate plan, and insurance portfolio.


Develop and present a written financial plan with recommendations:
The financial planner will present your personal financial plan. The planner will educate and guide you to make financial decisions that will help you achieve your specific goals and objectives.


Implement the financial planning recommendations:
After you and your planner have agreed on how the recommendations will be carried out, your planner will execute the plan. This may involve coordination with other professionals such as CPAs and attorneys.


Monitoring the financial plan and recommendations:
Your financial planner will help you monitor your plan to make sure you are progressing towards your goals.  The planner will report to you periodically and recommend any adjustments that need to be made as conditions change.


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