1. Gather Important Information
Gather all of your financial information, and it will allow us to ascertain both your short-term and long-term goals and needs. Careful and thorough data collection will ensure a solid foundation of the overall financial plan.
2. Establish Goals and Objectives
3. Evaluate Current Situation
We will evaluate your current financial situation to identify the strengths and shortfalls of your existing financial condition. This will help us to determine the key area of focus as well as identify the factors that may be working counter to your goal and objectives.
4. Develop Comprehensive Plan
The next step of the process is to design a comprehensive financial plan based on your stated goals and objectives. Depending on your specific needs, plans may include estate, retirement education, charitable, business succession, and other customized solutions.
5. Implement Plan
6. Periodic Ongoing Review
One of the most important elements of the process is follow-up and periodic reviews. The continuous updating of information allows us to keep a record of changes in your short-term and long-term goals as well as changes to your financial situation.