Our Process

Our Process

1. DISCOVERY INTERVIEW

Get a basic understanding of your needs and goals
Explain our capabilities and process
Answer questions
Agree to work together

2. GATHER DATA

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 f inancial position
Collaborate with your other key advisors as necessary
Development of specific recommendations

4. PLAN PRESENTATION AND DELIVERY

Deliver analysis of current situation
Identify gaps and opportunities
Detail specific recommendations
Obtain consensus on overall strategy and recommendations
Execute required documents

5. PLAN IMPLEMENTATION

Complete transition of identified assets
Execute each component of plan
Confirm implementation with client

6. MONITOR AND UPDATE

Monitor performance of plan components
Revisit plan when a major change to your circumstances occurs
Recommend adjustments to capitalize on new opportunities

View a Sample Financial Plan

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