Helping You Navigate The Uncertainties Ahead
And Avoid Common, Costly Mistakes
You know that you do not want a one-dimensional approach that imposes the same solution on everyone. Here's how we put you at the center of our 6 Step Financial Planning Process:
Step 1 - Establishing and Defining the Client-Planner Relationship
This is our Introductory Session.
Here we explore whether planning will be helpful. Also, we talk about questions such as what do you expect? What do I expect from the relationship? How am I compensated?
Step 2 - Gathering Data Including Your Goals
This is our Information Interview, where we listen to you.
We look at your statements and information such as the cost basis of investments, and your IRA history. Even more important, we begin to create a full picture of you, your family, your investment objectives, your life goals and desires, and your deeply held family values.
We are especially interested in your answers to emotional questions such as: How are you feeling about your job? What are your dreams for your future and your family's? What about money is important to you?
Step 3 - Analyzing and Evaluating the Client's Financial Status
This step encompasses plan objectives and assumptions such as:
Investment and Risk Attitudes
Review of the Financial Data
In addition, it includes Situation Analysis along with Problem Identification and generates Recommendations.
Step 4 - Developing and Presenting Financial Planning Recommendations and/or Alternatives
Simply, here we review your plan. The process moves forward carefully. This is a time when together we make initial decisions.
Step 5 - Implementing the Financial Planning Recommendations
Here we take time to meet with your other advisors such as your CPA to get full input into a direction. Then, we are ready to make decisions and take action.
Step 6 - Monitoring the Financial Planning Recommendations
This step undertakes a Review of the Plan Implementation. Also, it ensures that you hear from us again and again.
Investment monitoring is a constant. We meet with you annually, or more often if you like.
You are welcome to call 252-449-8165 with questions about our financial planning process or set up a meeting to discuss any aspect of your finances. You can take advantage of our knowledge and skill when you want help to answer financial questions or life questions.