Strategic Planning Process 1. Introductory SessionGet a basic understanding of your needs and goalsExplain our capabilities and processAnswer questionsAgree to work together 2. Discovery and UnderstandingDiscuss your unique circumstances and goalsReview relevant financial and legal documentsIdentify issues or areas of concern 3. Analysis and Strategy DevelopmentValidation of your needs and goalsComprehensive analysis of financial positionCollaborate with your other key advisors as necessaryDevelopment of specific recommendations 4. Review of Comprehensive Plan with ClientDeliver analysis of current situationIdentify gaps and opportunitiesDetail specific recommendationsObtain consensus on overall strategy and recommendationsExecute required documents 5. Confirm Implementation of Plan*Complete transition of identified assetsExecute each component of planConfirm implementation with client*Plan implementation can be done through a firm of your choice 6. Ongoing Monitoring and Periodic ReviewMonitor performance of plan componentsRegular meetings to review performanceSpecial meetings or calls with you and your other advisors as appropriate 7. Strategic Adjustment of Plan When WarrantedRevisit plan when a major change to your circumstances occursRecommend adjustments to capitalize on new opportunities Schedule an Appointment Name Email Address Phone Question Thank you! Oops!