Financial Planning Process

Planning is the cornerstone of successful client relationships and is essential to understanding your goals and helping you take control of your financial future.

  1. Determine your risk tolerance “Family Risk Number”
  2. Listen to clients personal and financial goals and gather facts.
  3. Analyze client facts.
  4. Create a plan of action.
  5. Execute  the Clients plan.
  6. Review Clients progress and adjust clients plan as personal circumstances and environmental factors evolve.