Discover ClientWe begin with a conversation to get acquainted with the client’s personal and financial circumstances.
Review GoalsThen we help the client identify goals and provide recommendations on selecting and prioritizing the right goals.
Evaluate Current CourseAfter we have identified the proper goals for the client, we analyze the current course of action and any potential alternative courses of action.
Action PlanningAt this point, we develop the financial planning recommendations, then present the financial planning recommendations to the client, and finally implement the financial planning recommendations.
Monitor ProgressAfter the financial plan has been implemented, we continuously monitor its progress while updating goals and recommendations as needed.