We recognize that financial planning is a long-term process that requires us to get to know you, your plans for the future and your dreams. That is why our Annual Financial Planning program follows a six step process. This process begins with a personal interview to better understand your goals, objectives, risk tolerance and time horizon for each of your goals. We are there with you through each step, creating a personalized plan that is a reflection of you.
Once your plan is developed, we monitor it on an ongoing basis through periodic reviews with you to affirm you remain on track. As part of the ongoing monitoring, we begin each year by reviewing the results from the prior year and updating your plan to incorporate any changes. This proactive approach tracks the progress made towards your financial objectives and allows us to make adjustments to your plan, as necessary, incorporating the most current financial planning knowledge and trends.