Financial Planning
PROCESS
Phase 1
Phase 2
SET GOALS AND EXPECTATIONS
- Discuss and establish personal and financial goals
- Analyze and evaluate current financial situation and assess time horizon and attitude towards investment risk
- Gather documentation
DEVELOP A FINANCIAL PLAN
- Create and review personalized financial plan with portfolio recommendations
- Discuss asset allocation and portfolio investment strategy
Phase 3
IMPLEMENTATION
- Determine an implementation schedule for financial planning goals and investment strategy
- Consolidate assets and phase-in investment plan
- Coordinate with accountants, attorney, and other professionals as needed
Phase 4
REVIEW AND MONITORING
- Determine an appropriate review schedule
- Recommend adjustments to the financial plan and invest portfolio when appropriate
Ready to get started? Call us now (509) 837-6700