Step 1.

ESTABLISH AND DEFINE THE CLIENT-PLANNER RELATIONSHIP

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We will get to know you and your unique situation. You will get to know us, how we can help, and what to expect in the process.

Step 2.

GATHERING DATA AND GOALS

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The output is only as good as the input. We work hard to ensure we have the relevant and correct information in order to achieve your goals.

Step 3.

ANALYZE AND EVALUATE YOUR CURRENT FINANCIAL STATUS

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This is where the rubber meets the road and we dig in deep to better understand where you are coming from, so that we can help you get to where you want to go.

Step 4.

DEVELOP AND PRESENT RECOMMENDATIONS AND/OR ALTERNATIVES

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We come up with recommendations and run through scenarios. Sometimes there is more than one way to accomplish a goal and we’ll help you make the best decision for you.
 

Step 5.

IMPLEMENT THE RECOMMENDATIONS

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An excellent plan is only valuable if it is executed well. This is where we help you take action if necessary to get on course. Defining next steps, a timeline, and getting assistance where necessary are essential elements of your financial plan.

Step 6.

MONITOR THE RECOMMENDATIONS

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Life is not static, and neither is your financial plan. We will help you track progress and make course corrections as needed.