Truly understanding and evaluating where you are today is the first step in taking action and developing a sound plan. For our planning clients, we use a multi-step approach to create and maintain financial plans.
This is when the partnership between a client and planner truly flourishes. When reviewing the recommendations, the planner and client select, adjust and revise until the plan is truly actionable.
Both the client and the planner will have responsibilities on which to act. A financial plan is useless unless fully implemented.
This step is imperative to keeping a plan on track. Monitoring by both the planner and the client will reveal influential changes that require adjustments.
Our initial planning meeting will define the scope of the
planning engagement. This is when we determine the contractual arrangements and the specific planning needs.
Our next meeting will be
to gather any and all information pertaining to the area of planning needed.
We use our experience, education and tools to deeply analyze the information you have provided to help provide the best recommendations.
EVALUATE YOUR FINANCIAL GOALS
Disclosures: Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA www.finra.org / SIPC www.sipc.org / Broker Check https://brokercheck.finra.orgThe LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: AK, AL, AZ, CA, CO, CT, FL, HI, IA, ID, KS, MN, MS, MT, NC, ND, NM, NV, NY, OH, OR, SC, TX, VA, WA, WI