Financial Planning Process

Where are you now?

Our initial meeting is mostly conducted over two appointments…

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Where do you want to be?

Probably the most important part of what a financial planner does…

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What are you doing about it?

OK, so you have established a list of goals and objectives…

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What are the gaps that need?

This is where we really earn our money. We complete a detailed…

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What we think you should be doing?

Having completed our detailed analysis of your current situation…

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How can we keep you on track?

You will be scheduled to meet with us at least yearly for…

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“Importantly, as well as the financial stuff, it is really important to determine if we can work together. We understand the importance of the trust you are placing in us and we don’t take this for granted. You can take all the time you need to decide if you want to proceed with us – we won’t hassle you.”