Here’s what to expect when we work together:
- Data Gathering and Initial Preparation. You gather and return to us the requested data. After receiving your information and scheduling your work, we begin to review and develop your custom financial plan.
- Interactive Goal Setting. As needed, we work with you to further discuss and clarify the information you have provided thus far, and to refine your financial goals and objectives. This is another opportunity for you to discuss with us any additional questions and concerns.
- Analysis and Plan Formulation. We use the information you have provided to study alternative plan scenarios. Upon concluding our research and analysis, we produce final reports, which include observations, assumptions, specific recommendations and an action plan for your unique situation.
- Presentation of Your Financial Plan. Together, we review your personal financial plan and specific recommendations, your custom blueprint for financial success designed with your financial goals in mind. You are empowered with specific suggestions to implement your financial plan. If you wish, you may employ us further to assist you in carrying out that plan.
- Financial Updates. Periodic reviews and updates are essential to keeping your financial plan current. We can schedule these periodic updates with you at whatever frequency you think appropriate, but recommend that these reviews occur at least annually.
Remember: Financial planning is an ongoing process, not a one-time event. Proper implementation of a financial plan and periodic professional reviews are crucial to reaching your financial goals. Now is always the best time to get started!