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Our Process

A quality financial plan will increase the quality of your life by reducing the unknown of future needs and resources. Financial planning is the process of managing your money and your personal economy. We make a lot of decisions daily some are short term in nature and others are long term which can have negative consequences. The financial planning process requires 4 steps:

Step 1 - Review your current financial situation

In this first step we will look at your current financial situation with regards to your income, savings, living expenses, and debts. Preparing these items gives us an idea where we can best help you

Step 2 - Determining your financial goals

The purpose of this step is to determine your needs and wants. Your goals can range from funding college, having enough for retirement, transfer of wealth, buying a home or developing an investment program to increase financial security.

Step 3 - Creation of a plan and implementation

In this step we will develop a plan to help you reach your objectives. This is where recommendations will be provided and best way to proceed. In every stage of the plan, clear communication and expectations are met.

Step 4 - Ongoing review of the plan

Financial planning is a live and dynamic process. Once the plan is created, it doesn’t end there. There is a need to regularly assess your financial situation and goals to make sure it doesn’t drift away from the plan. Also, life situations affect your needs and planning will provide the foundation to help us pivot. Regular check-ups will allow us to keep your plan up to date.

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