The Planning Process

Proper financial planning and client portfolio management is a constant ongoing process. We will follow these guidelines in constructing and monitoring your financial plan and investment portfolio:

  • Gather your data and gain an understanding of your financial goals
  • Analyze and evaluate your current and project financial status
  • Develop, present your plan, and review our recommendations
  • Implement the plan
  • Monitor and review your financial plan to ensure it stays on track with your needs

Once a financial plan and portfolio strategy has been established we monitor it to ensure it stays on track. We keep in regular contact with you and adjust your plan and investment strategy as your needs or goals change.