- Establish and define the client-planner relationship
- Gather data and help you define your goals
- Analyze and evaluate your financial status
- Develop and present recommendations and/or alternatives
- Implement recommendations
- Help monitor and adjust your financial map as needed along the way
An Educated Consumer Is Our Best Client
We take responsibility for your continuing financial education. During the planning process, we discuss your expectations, set periodic meetings with you to assess your progress and if necessary, make adjustments to your plan.