Individual Retirement Planning
A good plan is necessary for a good retirement.
Our process engages the CFP® Board's financial planning process:
- -Understanding the client's personal and financial circumstances.
- -Identifying and selecting goals.
- -Analyzing the client's current course of action and potential alternative course(s) of action.
- -Developing the financial planning recommendation(s).
- -Presenting the financial planning recommendation(s).
- -Implementing the financial planning recommendation(s).
- -Monitoring progress and updating.
Through this process we are able to better understand our clients. Although this method requires a bit more work from the client and the adviser, it helps to build a better relationship.