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Financial Planning


Financial planning can be a life-long process that assists you and your family in taking control of your financial future. By setting financial goals, developing and implementing financial strategies, and monitoring progress on a regular basis, the likelihood of working towards your goals is greatly increased.

There are usually five steps in the preparation of a professional financial plan:


1. Establish your goals

 An opening interview to assess your current financial situation and to identify your priorities and concerns.

2. Gather and consolidate 

It’s critical to know where you currently stand before you can determine where you need to go and how to potentially get there. We do this by reviewing all your current pertinent financial data.

3. Analyze the data

Gathering information to develop a profile of your current situation, including a review of your financial information and relevant documents. We will analyze this data to be certain we understand your unique situation and how to address it.

4. Develop a strategy

Not all investors are alike, and as such neither should their financial plans be. We construct customized strategies based off our client’s specific financial status, time horizon, risk tolerance, goals and objectives.

5. Implement 

Using the plan as a blueprint, develop an implementation schedule allowing you to understand where you are in relation to where you want to be in the future.

6. Monitor and review

The last step in the process is the periodic review of your financial situation. At a minimum, we recommend you assess the need for any changes annually. Even the best financial plan must be monitored on a regular basis to make sure you are continuing in the right direction.

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