A customized financial plan serves as the “how-to” for pursuing and potentially achieving your goals. Our process gives us an orderly way to identify relevant strategies for moving forward and fully addressing your needs. Here are the basic steps that outline the process we use for building your financial plan.
First, we’ll build an understanding of your personal goals, current financial situation, investment experience and risk tolerance. We’ll also make you aware of our capabilities and explain the services we offer that can help you meet your objectives.
Next, we will analyze what you’ve shared with us in order to design your plan. This step may include collaborating with your other professional advisors such as your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
With your approval, we will execute your customized strategy. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.
Once your plan is implemented, we will continually monitor the progress of your plan relative to your defined objectives and suggest any changes where needed. We know you lead a busy life, so we’ll be flexible in working with your schedule when setting our semi-annual meetings. We’ll be flexible with the meeting agenda as well, depending on your needs and preferences. We can even hold our meetings at your home or workplace if it’s more convenient to you.