Our Process

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.  

The Financial Planning Process

Coming up with a solid financial plan means doing some homework—both on your part and the part of your CFP ® professional. From examining your current situation, to setting goals, to deciding how to measure your progress, Kevin is well-equipped and qualified to take you through the financial planning process.

In six steps, you and Grady Financial Network will:


Agree On How To Work Together

Your advisor will explain the services that will be provided and define each of your responsibilities. Along with compensation, you’ll discuss how long the professional relationship will last and how you will make decisions.


Gather Information about your finances and set goals

We will talk about your current financial situation and gather any necessary documents. Together, you and your advisor will define your personal and financial goals, including timeframes. You may also want to discuss your comfort level when it comes to taking financial risks.


Analyze and Strategize

Grady Financial Network will take all your finances into account and determine how to meet your goals. Our analysis may cover your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.


Develop Recommendations

Next, your advisor will go over their financial recommendations, explaining the rationale so you can make informed decisions. They will address your questions and concerns and revise their recommendations if necessary.


Put Plan into motion

You and Grady Financial will need to agree on how the recommendations will be carried out. Your advisor may carry out the recommendations himself or serve as your coach, coordinating the process with you and other professionals.


Monitor Progress & Updating

As you work towards your goals, you and Grady Financial Network will continue to collaborate and update as things change. We will meet at regular intervals and also be available by phone, email, or in-person to answer any questions. Your course of action will be updated as needed

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