Broker Check

Getting Started
Financial planning starts here:

Do you know where everything is and what it's worth? If not, we can help.

Those who know what they have fare better than those that don't.

Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When you have a financial plan, it’s easier to make financial decisions and stay on track to meet your goals. We bring all the pieces of your financial life together.

Six Steps to Help You Create a Financial Plan

  1. AGREE ON HOW TO WORK TOGETHER. We will explain our services and define each of your responsibilities. Along with compensation, we'll discuss how long the professional relationship will last and how to make decisions.

  2. GATHER YOUR DATA AND DEVELOP YOUR FINANCIAL GOALS. We will talk about your current financial situation and gather any necessary documents. Together, we'll define your personal and financial goals, including timeframes. We will discuss your comfort level when it comes to taking financial risks.

  3. ANALYZE AND EVALUATE YOUR FINANCIAL STATUS. We will consider all aspects of your situation to determine what you need to do to meet your goals. Depending on what services you've asked for, we may analyze your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.

  4. REVIEW OUR RECOMMENDATIONS. We will go over our financial recommendations, explaining the rationale so you can make informed decisions. At this stage, we will also listen to any concerns you may have and revise our recommendations if necessary.

  5. SET YOUR COURSE. We will need to agree on how the recommendations will be carried out. We may carry out the recommendations or serve as your coach, coordinating the process with you and other professionals, like attorneys or stockbrokers.

  6. BENCHMARK YOUR PROGRESS AGAINST THE FINANCIAL GOALS YOU ESTABLISHED. As you work toward your goals, we will need to decide who will monitor your progress to make sure you're staying on track. We will check in from time to time, reviewing your situation and making any necessary adjustments to our recommendations.

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