The Financial Planning Process

Introductory Session– This is your opportunity to evaluate my services & fee structure, as well as my opportunity to learn about you.  I can begin to understand your view of your future, and you can determine your interest in a financial planning relationship. 

Information Gathering– Together, I will gather data about your financial situation and goals. At this time we will concentrate on your specific ambitions and aspirations for the future.

Analysis & Recommendations– I'll conduct an in-depth analysis of your financial situation.  For financial planning clients, I'll prepare neutral recommendations that are documented within a written, illustrated financial plan.  For other clients, I may simply prepare specific, stand-alone recommendations.

Ongoing Analysis & Update– In order to continue to help you target your financial aspirations, I will regularly review.

Written Final Plan– I then deliver and explain a detailed, written financial plan with my specific recommendations custom-designed to meet your financial goals and needs.  As a financial planning client, you may then choose to implement my recommendations with me, in which case, I will prepare product recommendations.

Plan Management & Update– In order to continue to help you reach your financial aspirations, I will review, update, and manage your financial plan each and every year to keep you on track.