Individual Retirement Planning

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.