Building Your Plan

The Planning Process

There are six steps that establish a base line for your financial well being for years to come.


 1 We review your overall personal financial situation, past and present to discover your financial objectives.

We help you set your priorities for the future —education costs, retirement, or wise investments.

3 We help you determine the degree of risk you are comfortable with when it comes to your money. Risk is balanced against your desire to make your money grow over time.

4 We identify the resources you will need to work toward meeting your goals and outline a systematic program to enable you to help meet tomorrow’s objectives.

5 We offer strategies for reaching your goals by making recommendations of the types of financial investments more suitable to your needs.

We help you monitor and update plan recommendations periodically.