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Our Process

Financial planning is the long-term process of wisely managing your finances so you can achieve your goals and dreams, while at the same time negotiating the financial barriers that inevitably arise in every stage of life. Remember, financial planning is a process, not a product.

What actually happens during the financial planning process? Here's a quick look:

Establishing the client-advisor relationship.

We will clearly explain the services we will provide to you, along with our responsibilities and yours. We will also explain how we will be paid, so you understand that we have no conflicts of interest.

Setting goals & gathering information.

We will clearly explain the services we will provide to you, along with our responsibilities and yours. We will also explain how we will be paid depending on the relationship that we implement. 

Analysis & evaluation.

We will assess your current situation and determine what you must do to meet your goals. Depending on what services you have asked for, our analysis could include your assets, liabilities and cash flow, current insurance coverage, investments and tax situation.

Presentation of the plan.

We will clearly explain the services we will provide to you, along with our responsibilities and yours. We will also explain how we will be paid, so you understand that we have no conflicts of interest.

Implementation of the plan.

We will clearly explain the services we will provide to you, along with our responsibilities and yours. We will also explain how we will be paid, so you understand that we have no conflicts of interest.

Monitor the plan.

We will clearly explain the services we will provide to you, along with our responsibilities and yours. We will also explain how we will be paid, so you understand that we have no conflicts of interest.

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