You will be guided through a proven 6-step financial planning process tailored to help you maximize your financial potential. The first two steps can be thought of as the “Discovery” phase where we seek to understand your current situation, your goals, and your vision for the future.
Armed with this insight and integrating the use of professional financial planning software, we will then analyze your current course of action and evaluate various alternatives available. Written recommendations will be developed and key steps will be presented for discussion and input. With your consent, solutions will be implemented and on-going monitoring of the plan provided, ensuring the recommendations continue to support your needs and objectives.