Comprehensive Financial Planning
Comprehensive Financial Planning
Our approach to investment starts with the idea that it is crucial to understand a client’s complete financial situation before making investment recommendations so as to not duplicate other investments or take unnecessary risks. Our 9 step approach is designed to meet highly held industry standards for comprehensive financial planning.
- Meet and Establish Client/Planner relationship
- Identify objectives and goals of client
- Gather data on income, expenses, investments, retirement plans, pensions, social security, college funds, life insurance and other savings
- Analyze and evaluate results taking into consideration the impact taxes and inflation
- Develop recommendations to help the client achieve their objectives
- Communicate recommendations to client in a clear and concise format in an interactive meeting allowing the client to ask questions and express concerns
- Implement the plan with the agreed upon strategies and investment products
- Provide ongoing monitoring by meeting with the client to make adjustments as necessary or analyze progress toward meeting goals
- Provide planning services with professional ethics and integrity within the regulatory standards of our occupation