Strategic Planning Process
1. Introductory Session
- Get a basic understanding of your needs and goals
- Explain our capabilities and process
- Answer questions
- Agree to work together
2. Discovery and Understanding
Discuss your unique circumstances and goals
Review relevant financial and legal documents
Identify issues or areas of concern
3. Analysis and Strategy Development
Validation of your needs and goals
Comprehensive analysis of financial position
Collaborate with your other key advisors as necessary
Development of specific recommendations
4. Review of Comprehensive Plan with Client
Deliver analysis of current situation
Identify gaps and opportunities
Detail specific recommendations
Obtain consensus on overall strategy and recommendations
Execute required documents
5. Confirm Implementation of Plan*
Complete transition of identified assets
Execute each component of plan
Confirm implementation with client
*Plan implementation can be done through a firm of your choice
6. Ongoing Monitoring and Periodic Review
Monitor performance of plan components
Regular meetings to review performance
Special meetings or calls with you and your other advisors as appropriate
7. Strategic Adjustment of Plan When Warranted