Our Planning Process

In our client driven planning process we are attempting to understand and really get to know the people we are working with and what they are trying to accomplish.  Every person is unique and every persons financial objectives and goals are their own.

The first time we meet we will have a thought-out, productive discussion.  The goal of this meeting is to introduce ourselves and determine if there is a basis to move forward.  If we both agree that there are grounds to move forward we will request some further information to better prepare us for our second meeting. This part of the process we call "fact-finding" will allow us to analyze your current financial situation.

Logical Steps in Process

  • Data Collection "Fact-finding"
  • Crystalize Goals & Objectives
  • Identify Status Quo (Current Plan)
  • Considerations & Recommendations
  • Implemenatation
  • Update & Review Open Issues

This process encourages and allows client involvement and ownership of their planning.  After we have implemented the actions steps we will meet to specificaly review where we started and how far we have come as well as to make sure you are pleased with the direction we are headed.




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