Planning your financial life is not a one-way conversation. It's a relationship between your most trusted advisor and your family. Our goal is to guide you in revealing your vision of what your desired future looks like and once in place, we work together towards reaching your goals. And as your life changes, your plan changes and we are there to continually simplify the journey.
To help you understand what to expect from us, we follow the seven step process, developed by the CFP® Board of Standards. (Certified Financial Planning Board)
- Understanding the Client's Personal and Financial Circumstances
- Identifying and Selecting Goals
- Analyzing the Client's Current Course of Action and Potential Alternative Course(s) of Action
- Developing the Financial Planning Recommendation(s)
- Presenting the Financial Planning Recommendation(s)
- Implementing the Financial Planning Recommendation(s)
- Monitoring Progress and Updating
If these steps seem new to you, it is probably because you work with someone who does not provide a comprehensive financial and investment planning strategy. In these times, we believe you need to demand that an advisor is committed to providing ongoing education and a process for you to help achieve your life-long goals and desires.
