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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.
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IMPLEMENTATION
Both the client and the planner will have responsibilities on which to act. A financial plan is useless unless fully implemented.
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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
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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.
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DATA COLLECTION
Our next meeting will be
to gather any and all information pertaining to the area of planning needed.
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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
Have questions?
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