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Financial Planning

Financial planning is a process and not a piece of paper. It’s not a booklet that you file in your desk drawer and never to look at it again. Our advisors will discuss your plan with you on an ongoing basis to make sure that it continues to align with your goals.

The process includes:

Step 1: Learning about your goals.
Step 2: Discussing your current situation.
Step 3: Analyzing the information we discussed.
Step 4: Presenting our findings to you.
Step 5: Implementing the agreed upon recommendations.
Step 6: Reviewing, refining and updating the plan.