Our Planning Process

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

In this step of the process, we will work together to determine your goals for the future and their priority. We will then design various strategies to help you achieve your goals.

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

You will receive a copy of the completed plan, which outlines your financial picture. This plan is designed to offer solutions for your needs as well as provide detailed recommendations that are tailored to help you to achieve your goals. With your approval, we will execute the recommended strategies. In many cases, this is a step-by-step process. We will identify the critical areas first and implement the other pieces of the plan over time.

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.