Your life is constantly changing, and your planning needs will change and evolve along with you. As you are guided through each step of the plan creation and implementation process, you will realize a wonderful sense of accomplishment and relief. Like a weight has been lifted off your shoulders.
This is the first step, where we schedule a time to discuss your needs, and to see if we have a good fit.
The second step in the process where we begin working together, and take a deep dive to discover more about you, your goals and your objectives. The discovery process is robust and thorough, leaving no stone unturned. Your investment portfolio, retirement plans, insurance coverages, tax planning and estate planning as well as any additional areas are reviewed in detail.
This step is where it all comes together for you. Your written game plan is created for achieving your goals. This plan will guide the management of your investment portfolio.
MONITOR & REVIEW
Going forward your progress is measured, and your portfolio and planning are monitored and updated on a regular basis. After all, life is unpredictable and change is inevitable.