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Step 1: Concept Interview

• Discuss our services.
• Discuss your situation.
• Establish fee.
• Secure basic documents.
• Step 1a: Fee Engagement Proposal
• Specific fee proposal based upon your situation.
• Determine scope of work.
• Establish fee.

Step 2: Comprehensive Data Gathering

• Formalize working relationship.
• Gather appropriate financial data, objectives and risk tolerance.
• Discuss and establish goals.
• Discuss your attitudes, views and concerns.

Step 3: Preliminary Financial Plan Design

• Review fact finder and assess your status relative to your goals, objectives and attitudes.
• Analyze and evaluate your current financial status.
• Prepare Preliminary Plan.
• Confirm and clarify data.
• “Try-on” ideas, including key advisors in meeting, as needed.
• Refine recommendations.

Step 4: Formal Financial Plan Presentation

• Present final plan document.
• Make formal recommendations.
• Answer your questions.
• Establish action plan.

Step 5: Implementation

• Coordinate with other advisors.
• Review and recommend specific financial instruments necessary to implement financial plan.
• Should you desire, assist you in implementing your plan.
• Secure prestige recommendations.

Step 6: Review & Service

• Analyze ongoing issues.
• Make adjustments as your situation changes.
• Keep financial planning updated/current, discuss periodic updates.