The Planning Process

Financial planning is a dynamic process. Yourl goals and objectives may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that you’re working with someone committed to providing the highest standard of financial planning.

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Discover

The first step is to gather the necessary data to ensure a thorough understanding of your situation. The financial model will show your cash flow, income and estate tax liability and other items. Also, we'll review your wills, trusts, employee benefits, life and disability insurance, and any other legal arrangements you've created.

Analyze

Step two consists of identifying problems that are present in your current planning. Issues that you might never have thought of, problems that you never realized existed will be identified - simply because your financial picture was never so completely developed, and your objectives never so clearly and completely stated.

Recommend

The third step entails the development of recommendations - specific strategies for implementation. Equipped with pro's and con's of each, and an economic model to determine their impact, you'll be in a position to determine what is appropriate for you and your family.

Implement

Step four is implementation. You will have a game plan, a specific course of action. We will coordinate with your advisors such as your attorney, CPA, insurance advisor and employee benefits advisor to help you implement the plan. An annual review may help you make adjustments due to changes that happen as a normal part of life.

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