1. Gathering
Explore with the client their personal needs. worries, and goals, disability. taxation. and qualified plan distribution We will gather disability. taxation. and qualified plan distribution We will gather attitudes. and financial goals of the client the more we know about you. the more precise recommendations we can offer. about you. the more precise recommendations we can offer.
2. Analyzing
Once the client's goals have been determined and data has been gathered, we will analyze and evaluate the data in order to determine the client's present financial status.
Gathered, we will analyze and evaluate the data in order to
Benefits Evaluation
Investment Evaluation
Tax Evaluation
Retirement Evaluation
Estate Planning Evaluation
Business Ownership
3. Developing
After gathering and analyzing. we will devise a realistic financial plan for bringing the cient from his or her present financial position to the attalinment of those goals. Since no two clents are alike, a well-drawn financial plan must be tailored to the individual with all recommended strategies designed for each particular client's concerns. abilities, and goals.
4. Communicating
Present both the financial plan and alternative recommendations to the client and provide education. After obtaining feedback from the client, we will revise the recommendations as appropriate and verify client acceptance of recommendations.
5. Implementing
A financial plan is useful to the client only if it is put into action. We will create a prioritized implementation plan with a timeline and closely motivate and assist the client in completing each of the steps necessary for full plan implementation.
6. Monitoring
The relationship between us and our client is an ongoing one that hopefully will span the client's entire financial life. and through all the stages of the Lifecycle process, Thus, the final step in the financial planning process is to monitor the client's plan. We will review the performance and progress of the plan with the client and discuss and evaluate changes in the client's personal circumstances. Also, we will provide the client with ongoing support as needed.