Financial Planning Process

INITIAL MEETING

A no cost, no obligation initial meeting to discuss your situation, objectives and needs.


SETTING GOALS

We identify your short and long-term goals. Discuss the details of your specific circumstances and build your personal profile on which we will base our recommendations.


ACTION PLAN

We will create a plan recommending actions to fulfill your objectives. Our report will explain our proposals and why we feel them to be appropriate.

Once you are happy with the plan, we will guide you through implementation, which may include recommending you to purchase certain products.


REGULAR REVIEWS

We will review progress regularly and may make alterations to the plan if any changes to your situation make this necessary.