Exactly What I Do
My financial planning services are customized for each client. Here is my process:
- Assessing your present financial condition
Understanding your current financial situation is the first step in financial planning. I’ll examine your present financial situation by looking at your income, expenses, debt, savings, and investments. This is a crucial initial step in creating a financial strategy.
- Understanding your objectives
A financial plan’s foundation is YOU and your objectives. After understanding your financial goals, I will be able to comprehend your requirements. Together, we will create the scope of our planning.
- Creating a strategic plan
After I have a thorough understanding of what your objectives are, I’ll get to work on the strategic plan. I’ll make sure the plan covers all your needs and lays out what has to be done to work toward attaining financial success.
- Comprehensive approach
There are no short-cuts in my financial planning process. I want to help you attain short-term, mid-term, and long-term objectives. The plan we create is not permanent. As your priorities and objectives change, we can adjust the plan accordingly. - Next Steps
Now that we’ve created the right financial plan for you, I’ll help you through the process of putting it into action. - Continuous Review and Monitoring
Once we have a strategy in place it’s important to monitor how effective the strategy is. We will meet on a regular basis so if things in your life change, either purposefully or unexpectedly, we can adjust your strategies to your new circumstance.