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4
RECOMMENDATIONS
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.
5
IMPLEMENTATION
Both the client and the planner will have responsibilities on which to act. A financial plan is useless unless fully implemented.
6
ACCOUNTABILITY
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.
1
INTRODUCTION
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.
2
DATA COLLECTION
Our next meeting will be
to gather any and all information pertaining to the area of planning needed.
3
ANALYSIS
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
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Check out our FAQ's or contact us.
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