Our Financial Planning Process and Why Planning Is Important
Putting trust and integrity first, we make financial planning understandable and comfortable every step of the way. The Financial Planning process that we provide is comprehensive and unbiased. We do not work for a particular company or financial institution; we only work for you.
Financial Planning encompasses all facets of your life and begins with a consultation designed to get to know you, your family, your concerns and your goals. With a team approach, we will then analyze the plan's output data to prepare recommendations that are designed to make the next steps towards reaching your goals as simple and understandable as possible. It's like putting together the pieces of a puzzle, some fit very well, some pieces are missing, and some don't belong. You can even include your own attorney and CPA as part of the process.
Every recommendation is tailored specific to you, with your best interest in mind. Individuals respond differently to communication, presentation and explanation styles, and it is extremely important for us to address those styles and meet your expectations. Every investment client is first a financial planning client; it's important to go through that process before making any professional investment recommendations.