Our Comprehensive, Five-Step Process
1 | Identify and Quantify Goals and Objectives
Where do you want to go? The first step in our financial planning process focuses on listening to you and helping you uncover goals, needs, and dreams for the various stages of life.
2 | Evaluate and Analyze Your Information
What do you have? Next, we will review and analyze your financial data to determine the likelihood of reaching your goals. Figures related to Income and expenses, assets and liabilities, and policies and documents are all taken into account.
3 | Review and Strategize
Where do I stand right now and what alternatives are there for helping me get where I want to go? In this iterative step that can involve multiple meetings, we present outcomes of both your current and proposed paths and determine pros and cons of the choices you control.
4 | Implement Your Plan
How do I take steps forward? After we’ve reviewed the analysis and helped determine your desired path, we work together with you and any other professionals you may employ, such as a CPA or attorney, to take the necessary actions steps.
5 | Monitor Progress Towards Goals
How am I doing? With regular check-ins, we update progress towards your goals and help you adjust your path as necessary. Changes in your personal circumstances or, more broadly, in the economy, markets, and legislation can all require corrections to stay on track.
