ENGAGE | ASSESS | EXECUTE
We begin our process by getting to know you honestly and deeply, so we can help you on your financial journey. We understand that millions of decisions have brought you to where you are today. We seek to understand your motivations and desires so we can help you establish financial goals that align with your values.
The Financial Planning process starts with an Engagement Meeting. During the engagement meeting, the adviser will gather information regarding the client’s wants, needs and goals as well as establish the type of relationship they will foster with the client.
During the Data Gathering Meeting, advisors are having a deeper conversation to gain a full understanding of the client’s financial situation and goals are developed and reinforced. The adviser then analyzes the data, using approved financial planning software, and develops recommendations.
During the Plan Presentation step, the advisor reviews the plan and provides initial written recommendations, followed by the execution of agreed upon strategies and product implementation* during the Implementation step.