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7 Step Planning Process

1. Initial Meeting

  • Learn about your goals, values, dreams, special concerns and challenges.
  • Discuss the different approaches to planning and how our team can be of value to you and your family.

2. Data Gathering

  • Consolidation of information regarding all areas of finance.
  • Review financial documents.
  • Discussion of risk tolerance and values around money and investing.

3. Preliminary Plan Development

  • Compile information into first draft of financial plan.
  • Develop initial strategies and coordinate with specialists.
  • Prepare for draft meeting with client.

4. Draft/Strategy Meeting

  • Present and discuss initial findings, strategies, and recommendations.
  • Make any adjustments or corrections to baseline information.
  • Collaborate and develop plan scenarios and alternatives.

5. Plan Completion & Formalization

  • Integrate any new or updated information and/or research into plan.
  • Final development and composition of plan.
  • Prepare Client Action Plan and any documents or applications based on final recommendations.

6. Plan Delivery & Implementation

  • Present and discuss any new or alternate strategies and key points of plan.
  • Develop schedule for ongoing strategy meetings

7. Ongoing Financial Planning

  • Analyze existing investment and financial planning strategies and present as needed.
  • Ongoing regularly scheduled strategy meetings