A comprehensive plan is necessary for a confident 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.
