What is involved in the financial planning process?
A1: Financial planning is a multi-step procedure that begins with an in-depth review of your present financial situation. This requires that you provide us with a substantial amount of personal information, most of which will be made available through your completion of an Initial Meeting Questionnaire. Next, we will talk to you about goals and objectives for the future. After we determine your financial goals and your desired time-table for achieving them, we will work with you to develop a strategy to get you where you want to go. Please note that the questions and answers dealing with the financial planning process pertain to our relationships with our individual clients and may or may not be relevant to our relationships with our corporate clients for which we provide retirement plans, plan administration and money management services.
