Our Process
A strong planning process is the best way to create a financial plan. It is crucial to create a financial plan that protects your needs now, and that plans for the future, in a tax efficient manner. It is our goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.
This goal-based financial planning approach is designed to help you:
- Define customized short and long-term goals that ensure you choose only the right financial products and services
- Identify roadblocks or gaps that might impact your financial planning strategy
- Continually monitor your plan to ensure it meets your changing needs
We have established a process to do this that is based on two key aspects of financial security, asset protection and wealth creation. A plan must ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio. This is the process we follow:
Financial Plan Six-Step Process
Step 1 – Establish Goals
Step 2 – Gather Data
Step 3 – Analyze and Evaluate Your Financial Status
Step 4 – Develop a Plan
Step 5 – Implement the Plan
Step 6 – Monitor the Plan and make necessary adjustments
With these goals in mind, we will work together to assess your total financial security planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.
Contact us today to find out more about our financial security planning process and learn how a sound financial security plan can help you achieve your goals.
