How does the financial planning process work?
We request that a client complete our Confidential Investor Data Form and Financial Planning Questionairre . Our team will then arrange a meeting to further examine your specific needs and goals so that we can create a personalized plan for you. Your plan will summarize your current situation and address all of your objectives and needs, including a net worth statement, estate planning, education funding. Once your plan is created, we will explain the plan in detail, recommending what action we would take. We then determine a course of action with you, implement and later update your plan providing personal attention every step of the way.
