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Financial Planning

How Financial Planning Works

There is no mystery to financial planning. All it requires is a personal, in-depth look at your goals, and deciding how you intend to achieve them. Once you decide what you want, you can make plans to get from where you are today, to where you want to be tomorrow.

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There are Six Steps to the Financial Planning Process:


Step 1: No obligation discovery interview
At this meeting, we will listen to your financial concerns and discuss what financial planning can do to help you pursue your financial objectives.
Step 2: Gather informationIf you decide to purchase financial planning services, we move on to the next and most important step: data gathering. This is where we learn about all of your financial goals, objectives, assets, liabilities, income, expenses and other relevant information.
Step 3: Analysis and developmentA preliminary analysis of the information about you is prepared. This includes reviewing all of your objectives and determining if they are feasible.
Step 4: Plan presentation and deliveryAfter all of the alternatives and information is analyzed, a final plan will be presented to you. The final plan is a written document prepared especially for you by our team. It contains specific recommendations designed to help you meet your financial goals and objectives.
Step 5: ImplementationAs your financial planner, we will explain how you can act on the specific recommendations in your financial plan by following a customized action plan.
Step 6: Monitor and update as neededIn life, one thing is constant: change. Each year, and perhaps more frequently, your income, investments, assumptions, and objectives will change. This is why we stand ready to monitor and update your plan as needed.


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