• A meeting to determine what you are trying to accomplish; a financial goal. The client provides financial information and the planner will create a Balance Sheet and Net Worth Statement.
  • Using the financial information provided and the establishment of a target goal of a dollar amount you desire at some point in the future a report is reviewed with the Client to discuss the probability of reaching that goal.
  • Analyzing the Client's current investment strategy and determining if changes need to be made to increase the probability of reaching the financial goal.
  • Developing and presenting the financial planning recommendations that will help the client make informed decisions and create a long term strategic investment plan.
  • Implementing the financial planning recommendations, helping the client review and select investments options that can be used to accomplish the goals established.
  • Monitoring the financial planning recommendations and progress towards financial goals with discussions of any changes that may need to be made and any changes in the clients circumstances in life.