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What To Expect
As a Client

Our Process is a systematic 5-step approach for building an all-encompassing financial plan tailored to your unique priorities, goals, and objectives.

This highly personalized plan answers critical questions such as:

Am I on the right track financially?
What risks do I face?
At what age can I afford to retire?
How much money will it take to retire?
Will I be able to maintain my current lifestyle in retirement?
How will inflation and taxes impact my retirement?

How much life insurance do I need?
What type of life insurance do I need?
Do I have sufficient liability insurance?
What do I need to know about Social Security?
How will I pay for my Healthcare?



 

#1

 

Articulate

 

your Vision

 


 

Personal and financial goals
Desired retirement age and lifestyle
Investment risk tolerance and objectives

 


 

#5

 

Review

 


 

Conduct periodic review meetings
Monitor performance
Identify areas for improvement and make revisions accordingly
Update strategies to align with evolving goals

 
 


 

#2

 

Understand

 

Your Current Financial Picture

 


 

Complete and discuss personal financial worksheets
Review existing investments and insurance
Establish full financial picture of your investments, insurance, and balance sheet

 

 

#4

 

Execute

 


 

Review and confirm plan elements and strategies
Determine appropriate timeline for implementation
Execute Plan

 
 

#3

 

Plan

 


 

Identify and discuss current financial strengths and opportunities
Formulate financial plan which incorporates all elements of your financial picture into one cohesive plan