Financial Planning Process
Financial Planning Process
Let's Build Something Together
To help chart a course for your financial future, we’ll follow a time-tested process that is realistic in its approach and squarely focused on helping you achieve your goals.
- 1. Identify Needs & Objectives
First, we'll discuss your financial objectives to determine what you want to accomplish - your goals and dreams. They're important. They matter.
- 2. Gather Information
Next, we'll undergo a discovery process to assess your net worth, discretionary cash flow, expenses, current asset allocation, risk exposure, tax situation, and more. It's a starting point that we will build upon, together.
- 3. Analyze Information
We treat even the smallest financial details with careful thought and attention, so we can better evaluate how they relate and combine to form the big picture.
- 4. Develop A Plan Of Action
Drawn from our discussions, your personalized financial plan will be designed to help you pursue and reach your stated goals.
- 5. Implement The Plan
We will outline immediate and long-term steps for you to take, and deliver you the support you need along the way.
- 6. Review Progress
Once your plan has been put into action, we will work together to monitor your progress. With each life event that occurs - the birth of a new child, the sendoff to college, the purchase of a larger home, or an early retirement - we will answer your questions, talk through your options, and fine-tune your plan to help you reach your goals.