Financial Planning Process

  1. Establish and define our relationship, client goals, and expectations
  2. Gather information about the family, financial data, and risk tolerance
  3. Analyze data collected, evaluate current financial position, conduct needs analysis
  4. Consider different strategies to accomplish defined goals
  5. Design written financial plan and recommendations
  6. Review recommendations, risks, and costs
  7. Implement the financial plan
  8. Periodically monitor and update the plan