I believe all successful investing is goal-oriented and therefore planning driven. My goal is to help clients achieve their desired life-style by helping them manage their financial resources through a comprehensive review of each clients's goals by emcompassing the six steps of my financial planning process. The six steps of my financial planning process are:
- Establishing and Defining the Client-Planner Relationship
- Gathering Client Data and Goals
- Analyzing and Evaluating the Client's Financial Status
- Developing and Presenting Financial Planning Recommendations
- Implementing the Financial Planning Recommendations
- Monitoring the Recommendations
Developing and implementing a client plan is not a static process but actually a life-long process. Therefore, clients should expect to review their plan at least annually to take life's changes into consideration.
