Discover Client
We begin with a conversation to get acquainted with the client’s personal and financial circumstances.
Review Goals
Then we help the client identify goals and provide recommendations on selecting and prioritizing the right goals.
Evaluate Current Course
After we have identified the proper goals for the client, we analyze the current course of action and any potential alternative courses of action.
Action Planning
At 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 Progress
After the financial plan has been implemented, we continuously monitor its progress while updating goals and recommendations as needed.