Everyone’s goals are different. We engage and understand our clients’ unique goals and develop a plan that puts you in the best position possible to meet your goals.
Financial planning is not one-size-fits-all as financial needs change as life progresses. We created a 5-step financial planning process that sets a solid foundation and allows us to make changes depending on where you are at in life.
This is a casual meeting where we get to know you, your goals, your financial situation, any concerns you have, and where we collect relevant information to provide a review and recommendations.
We will review our findings and make tentative recommendations. We’ll show you what we see in your situation, make suggestions on how to proceed and how to implement those suggestions. We’ll take this opportunity to adjust the recommendations to develop an implementation plan.
This is where we’ll make any adjustments to the plan and then take the appropriate steps to put the plan into place.
Once the plan has been in place for a few months we review your in force plan, ensure you understand the statements and reporting, and review any next steps.
We will continue to have regular meetings with you (at minimum once a year) to review your progress on your plan, your portfolio, any pending situations and discuss any changes in your life that could affect the plan.