We will walk you through a step-by-step process that will make you feel confident in your decisions, and will be there for you every step of the way.
- Establish financial planning relationship
- Gather client information
- Analyze data
- Develop plan
- Implement plan
- Monitor plan
Once a plan is in place, we monitor progress with a continuous flow of information, education events, regular updates and meetings, or whenever there is a change in your situation or status.