FINANCIAL PLANNING PROCESS
The hallmark of a sound financial plan is a purposeful process. We provide this discipline to our clients, thereby assuring them that prudent decisions will be made on their behalf. We use a process to analyze their resources and obligations, assess their goals, initiate a plan, and provide ongoing review and adjustment.
This process includes:
- Developing a blueprint for a client’s long-term finances
- Exploring what a client wants or needs their wealth to do for them
- Gathering the information necessary to prepare a projection taking into consideration the client’s resources and obligations
- Reviewing the possible outcomes
- Incorporating any necessary adjustments that arise