Financial Planning Process


Our Financial Planning Process

We Gain Understanding of Your Personal and Financial Circumstances

This is the overall foundation of your Financial Plan. It is important to understand your current investments, income and expenses. The quality, accuracy and relevance of the financial plan is hugely dependent on the accuracy of the above data.

We Identify and Select Goals

We all have many goals in life that we would like to accomplish. With the stresses of everyday busy lifestyles, setting up strategies to achieve these goals can often get ignored. When developing a Financial Plan, you can sit down and discover what you want your future to look like and see what needs to be done to achieve that. Planning is an important part of retirement and it is never too late to start.

We Analyze Your Current Course of Action and Potential Alternative Courses of Action

Once you know where you want to be, the next step would be to analyze your current path and choosing what is needed to reach your goals. It is also important to list down various alternative options that may be available to you to reach these goals.

We develop the Financial Planning Recommendation(s)

Now that you have various options listed down, you will need to understand the risk and return of each option. It is important to know what the risks are associated with each option available to you.

We Present the Financial Planning Recommendation(s)

During this stage of the process, all the various scenarios are presented to you. Being able to view the options you choose, will help to narrow in the on the right plan for you. Once a plan has been selected that you are most comfortable with, we will begin the implementing process.

We Implement the Financial Planning Recommendation(s)

Once you make the plan of your goals and create the action plan decided upon, it is time to implement it. Staying focused on these goals and following the plan set for you, is very important in the achievement process of your goals.

We Monitor Progress and Keep You Updated

I would like to reiterate Financial Planning is a process not an event. It is extremely important to keep revisiting and reviewing the plan periodically to account for both changing circumstances and changing aspirations.

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