Advisor Actions & Responsibilities
Financial Planning Sequence
Client Actions & Responsibilities
When you contact us, we’ll provide a brief description of our services, philosophies, methodology and fee structures. We’ll direct you to our web site or mail you an introductory packet to help you learn more.
Step 1: Initial Inquiry
The Get Acquainted Meeting is an opportunity for us to exchange information about your needs and objectives, and further discuss which of our services are right for you. We will also provide an estimated fee quote.
Step 2: Get Acquainted Meeting or Teleconference
When we receive your information, we begin to review and develop your financial plan. We prepare initial reports to discuss at our Step 4 meeting.
Step 3: Data Gathering and Initial Preparation
In this interactive meeting we discuss and clarify the information you have provided thus far. We continue to refine your financial goals and objectives.
Step 4: Interactive Goal Setting Meeting or Teleconference
We edit the initial information, as needed, and run additional scenarios, if applicable. We then conclude our research and analysis, and produce final reports for your personal financial plan, including observations and recommendations.
Step 5: Analysis and Plan Formulation
In Step 6, we present and review your personal financial plan. We discuss all reports and provide you with a written summary of our observations and specific recommendations.
Step 6: Presentation of Your Financial Plan
At the conclusion of your plan presentation, we discuss the pros and cons of each implementation service option, including fee structures.
Step 7: Plan Implementation and Follow Up
We Have the Tools and Background to Provide the Services That May Fit Your Needs
Years of experience have prepared us to guide you through your life transitions.
Cash Flow Management
We create strategies that are tailored to your needs and goals.
A Holistic Approach
We help you protect your lifetime ability to generate income, maintain employment, grow earnings and build your net worth.