2010 S Queen St,
Our Financial Planning Process involves 6 main areas. This is what helps us establish the foundation of your financial future and is used on a regular basis to ensure we continue to monitor your goals, as life continually changes.
1. Define your goals and values: What's Important to you?
2. Collect your data: Look at your starting point
3. Analyze your plan: Develop a plan to get from where you are to where you want to be
4. Present your plan: Educate and recommend
5. Implement the next steps: Take the steps you are comfortable with to work towards your goals
6. Monitor Progress: Life's a journey and so is your financial plna