BUILDING YOUR FINANCIAL PLAN
We'll start by gathering your financial data and getting to know you. We'll also discuss and establish goals as well as identify some initial concerns.
After reviewing the data, we'll have another meeting to discuss the facts, assumptions, objectives, and ask any remaining questions we might have.
Once the plan is finalized, we'll formally present it and discuss recommendations. We'll also identify other key areas that are important and should be addressed.
We'll map out a gameplan with the appropriate steps to implement your plan.
We'll setup progress meetings and update your plan based on your ongoing financial situation and goals.