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achieve FINANCIAL SUCCESS

with our 7 step process

get started

STEP 1: INITIAL INQUIRY

STEP 2: COMPLIMENTARY GET ACQUAINTED MEETING

STEP 3: DATA GATHERING & INITIAL PREPARATION

OUR RESPONSIBILITIES:

After receiving your information, we will begin to review and develop your custom financial plan. We will prepare initial reports to discuss with you at your next meeting.

YOUR RESPONSIBILITIES:

You will need to gather the requested data and then possibly complete a secure online questionnaire with a risk tolerance questionnaire and list of needed documents. For maximum safety, you are encouraged to upload these documents via our secure online portal.

STEP 4: INTERACTIVE GOAL SETTING

OUR RESPONSIBILITIES:

Depending on your individual circumstances, this meeting may or may not be necessary. If it is, it can be in person or via teleconference. We will work with you to further discuss and clarify the information you have provided thus far, and to refine your financial goals and objectives. Even if the interim meeting is not needed, we will interact frequently through this part of the process to clarify data, goals and other aspects of the plan. You also are encouraged to ask any questions now or at any time during the process.

YOUR RESPONSIBILITIES:

This is another opportunity for you to clarify your current situation, financial goals and objectives, and to discuss with us any additional questions and concerns. We encourage you to bring up any additional questions or concerns you may have. We strongly advise that all decision makers in the family stay involved.

STEP 5: ANALYSIS AND PLAN FORMULATION

OUR RESPONSIBILITIES:

We refine the information you have provided and study various plan scenarios. We conclude the research and analysis, and produce the final reports that include observations, assumptions, specific recommendations, and an action plan for your unique situation.

YOUR RESPONSIBILITIES:

The ball is in our court. All you have to do at this point is await your next meeting with us.

STEP 6: PRESENTATION OF YOUR FINANCIAL PLAN

OUR RESPONSIBILITIES:

We review with you your personal financial plan and specific recommendations. We discuss all reports and provide you with a written summary of our observations and specific recommendations. If you are on the ongoing advice or broad based plan, basic implementation assistance is built into the engagement.

YOUR RESPONSIBILITIES:

Congratulations! You now hold your personal blueprint custom designed to help you meet your financial goals. Full payment of the balance for the actual fees incurred is due at the conclusion of the plan presentation meeting. You are empowered with specific recommendations to implement your financial plan. If you are on an hourly engagement, you may employ us further to assist you in carrying out that plan.

STEP 7: FINANCIAL CHECKUPS