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The Financial Planning Process

1) Establish Core Values and Financial Goals

Encourage you to express concerns, hopes and goals. Help you restate goals that are not specific and quantifiable. Prioritize competing goals.

2) Gather Financial Information

Gather all relevant information, both objective and subjective, through counseling and examination of documents.

3) Analyze Information and Create Financial Plan

Identify the strengths and weaknesses in your present financial condition as they affect the ability to achieve your goals. Revise goals if necessary.

4) Present Financial Plan and Advise on Investment and Tax Strategies

Design a set of recommended strategies tailored to your circumstances and goals, including alternative ways of achieving those goals. Draw on outside experts as needed. Obtain your approval.

5) Implement Financial Planning Strategies

Motivate and help you in acquiring all the necessary financial products and services to put the plan into action. Draw on outside experts as needed.

6) Review Progress

Evaluate the performance of all implementation vehicles. Review changes in your circumstances and the financial environment on an ongoing basis.

Whether you are just interested in learning more, are ready for a full Financial Goals Meeting, or a client set for your next review, schedule time below!

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