Planning Process

At the heart of what we do is our planning process.

Discovery & Understanding - The First Meeting

Step One

Discuss and identify values and goals.

Where do we want all of this to go and why?

Step Two

Step One

Understand the client's personal and financial circumstances.

Analysis & Research - Between Meetings

Step Three

Analyzing the client's current course of action and potential alternative courses of action.

Step Four

Step Three

Develop financial planning recommendations.

Second Appointment - Presentation & Implementation

Step Five

Present planning and investment recommendations.

Step Six

Step Five

Go over initial plan implementation action items and timeline.

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