Seven step process
1) I start by listening to better understand you and your financial circumstances
2) We identify and select your goals - utilizing strategic and time tested methods. Using the best technology in the industry I match your current situation with a strategy that will help achieve your goals
3) Analyze your current course of action and potential alternative courses of action - these are specific to you and your needs
4) Develop financial planning recommendation(s) designed to maximize the potential for meeting your goals - this is accomplished by creating a Wealth Plan for you and I will consult with our client strategies team when necessary
5) Present you with the recommendations which are custom and tailored to your unique situation
6) Implement the planning recommendations - I take action based upon your desire to proceed with the recommendations presented
7) Providing professional service and resources - I help you review your financial picture in light of changing circumstances both personal and market-driven