The purpose of establishing the goal or relationship is to form the foundation or purpose of planning itself--to begin the financial journey with the clarification of a financial destination.
We gather your most important financial information for analysis. This information includes your current investment accounts, employer plans, life insurance policies, and net worth statement.
We've gathered the relevant data, now we analyze it.
Financial planning requires devising alternative solutions that are achievable for each individual. With so many different variables to consider, your plan needs to develop, to evolve with your needs but remain within your capabilities and risk tolerance.
Now you simply put your plan to work! But as simple as this sounds, many people find that implementation is the most difficult step in financial planning. Although you have the plan developed, it takes discipline and desire to put it into action.
Plans evolve and change just like life. Once the plan is created, it's essentially a piece of history. This is why the plan needs to be monitored and tweaked from time to time.
To start, we will have a discovery meeting - either in person, on the phone, or over Zoom - to help us analyze your current financial situation.
Second, you will meet your new team and their role in developing your financial plan.
From here, we'll present our recommendations and implement our services.
Next, we will monitor your plan on an on-going basis, and make adjustments when needed.
CERTIFIED FINANCIAL PLANNER™
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Client Service Specialist
Life Insurance Consultant
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