Our financial planning process is easy and confidential. The six steps that seek to establish a base line for your financial well-being for years to come are:
- We review your overall personal financial situation- past and present-to discover your financial objectives
- We help you set your priorities for the future- education costs, retirement, or appropriate investments
- We help you determine the degree of risk you are comfortable with when it comes to your money. Risk is balanced against your desire to make your money grow over time
- We identify the resources you will need to pursue your goals and outline a systematic program to help enable you to manage tomorrow’s objectives
- We offer strategies for pursuing your goals by making recommendations of the types of financial investments more suitable to your needs
- We help you monitor and update plan recommendations annually