Financial Planning Advisory Services

Step 1:

Establish the Relationship

Getting to know the values, goals, experiences, desires, and fears is the critical first step in financial planning.  This step is what drives the customized design of the client’s financial plan. 

Step 2:

Gather Client Information

We will gather your financial documents and information including things like: 

• Cash flow and savings account information
• Loans and credit cards
• Mortgage and property titles
• Investments
• Insurance coverage and employee benefits

• Retirement program information
• Business or partnership agreements
• Recent federal and state income tax returns
• Trusts and wills

This will help paint a clear picture of where you are today and how your entire situation is meeting or not meeting your goals.

Step 3:

Analyze Client Information

A thoughtful analysis is conducted and financial strategies are developed. These strategies are modeled and validated with the clients’ attorney, accountant and/or any other trusted advisor(s). Appropriate, qualified professionals may also assist as needed in the finalization of the clients’ customized financial plan.

Step 4:

Deliver the Financial Plan

We will deliver your final plan for your review and approval. This plan specifically defines the actions and strategies that you should take to achieve your goals.

Post-Advisory Services

Step 5:

Implement Plan Recommendations

Results are the reason for planning in the first place.  So, in addition to the plan itself we will assist you in implementing and coordinating each of the strategies you select.  You are under no obligation to purchase any financial products however; we can provide you access to quality insurance and investment products to help secure your financial future if you feel it is appropriate.

Step 6:

Monitor Progress toward the Plan

Once a client has received a plan, it must be monitored for progress. Change is a constant in most clients’ lives, and over time, modifications may need to be made to adjust to differing economic, legal or life events. We will help you identify those opportunities to make the transition to adapt to these changes and keep goals on target.