Building a Financial Plan



Phase1 – Discover Your Needs

  • Discuss personal and financial goals
    • What are your concerns?
    • What are your dreams?
  • Review current financial picture
  • Provide an overview of opportunities and how we can help you
  • Outline next steps

Phase2  – Create Your Financial Plan

Approximately 2-4 weeks are needed for data research, organization and input of financial information for your custom plan.

  • Discuss preliminary findings and crystallize short, medium and long-range goals and objectives
  • Determine your risk tolerance
  • Finalize goals and projections to create an accurate path designed to help reach your goals

Phase3 – Put Your Plan Into Action

  • Deliver and explain financial analysis and plan
  • Review implementation needed to help achieve your goals
  • Allocate resources toward specific goals and complete paperwork

Phase4 – On-Going Review & Management

  • Develop long-term business relationship
  • Meet at least once a year for an overall review of your complete financial picture
  • Review action list and financial plan to help ensure we are on track