Our Process
Committed to Helping You Succeed
You want to understand and feel in control of your complete financial picture as you near retirement. We want you to feel confident as well.
Together we will create a tailored, goals-based financial plan for your unique circumstances and lifestyle.
To begin, we will take you through this five-step process:
1. Understand
- Get to know each other.
- Discover attitudes and values.
- Discover what is important to you.
- Gather necessary data.
- Build structure.
2. Analyze
- Review all data.
- Identify current plan course.
- Identify any gaps.
- Develop adjustments.
- Prepare deliverables.
3. Recommend
- Review your goals.
- Discuss your current plan.
- Suggest alternative actions.
- Identify next steps.
- Provide a copy of your plan.
4. Implement
- Collaborate to complete actions.
- Adjust structure as needed.
- Help with pacing.
- Guide you toward success.
5. Monitor
- Begin ongoing financial planning.
- Review your plan regularly.
- Make adjustments as needed.
- Manage behaviors.
- Keep your plan current.