White & Company PC

Financial Planning Process

Financial Planning Process

Phase 1

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

Phase 1

Develop a Financial Plan

  • Create and review personalized financial plan with portfolio recommendations
  • Discuss asset allocation and portfolio investment strategy

Phase 3


  • 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
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