Planning Process

Financial Planning Process

Diagnose - Analyze - Prescribe - Implement

Our planning philosophy revolves around developing solutions based on a deep understanding of a client's needs and goals

Comprehensive Financial Planning Process

Step 1: Understand your personal and financial situation and diagnose problem areas

When we first meet our main objective is to learn about your goals and needs and identify your main areas of concerns

Step 2: Analyze your current course of action and potential alternatives

Once we understand your situation we need to analyze what is currently working and what can be improved

Step 3: Develop a financial plan and prescribe course of action

Using our experience, we conduct our research and due diligence to develop your personalized plan and how to implement it

Step 4: Implement and Monitor your plan

This is the most important step. We review our recommendations and action steps with you. The client then determines what level of involvement with implementation and monitoring they want from us.

On- Boarding Process

Schedule 15-min introductory phone call to determine if client is a good fit for us
Schedule complimentary initial planning consultation
Client determines if they want to move forward with the process
Schedule Financial Planning meeting to discuss recommendations, overall plan and collect fees due
On-going monitoring and review meetings based on clients' needs and wants

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