Financial Planning
Developing a sound Financial Plan involves six easy steps that we will work on together.
Our approach to financial planning focuses on you and fully understanding your unique set of financial objectives; then fashioning a customized comprehensive plan and investment management strategy, tailored to helping you achieve your specific financial goals.
We work in an objective, customized, and creative manner to provide smart solutions to satisfy real life financial needs. We provide comprehensive services that deliver smart and manageable solutions for you. In order to do this, you first have to ask the right questions when it comes to
Understanding the Client’s Personal and Financial Circumstances
You and your advisor review important documents such as bank statements, tax returns, insurance policies and retirement plans.
Identifying and Selecting Goals
You and your advisor discuss your goals, worries and dreams to develop a clear vision of your financial future.
Gather Information
Analyzing the Client’s Current Course of Action and Potential Alternative Course of Action
Your advisor assists you to understand the big picture of your finances, and how the different elements may relate to each other.
Your advisor assists you to understand the big picture of your finances, and how the different elements may relate to each other.
Developing the Financial Planning Recommendation
Your advisor develops a personal financial plan based on your needs and careful analysis of your specific situation.
Presenting the Financial Planning Recommendation
Your advisor presents the completed personal financial plan to you to ensure that all information required was used when developing your plan.
Implementing the Financial Planning Recommendation
Your advisor and you work together to move forward on your plan with specific financial solutions to help meet your needs.
Monitoring Progress and Updating
You meet with your advisor periodically to track your progress, revisit your goals and make adjustments as necessary.
