Services For
The Planning Division
The Financial Planning process begins by identifying your client’s personal goals and objectives.
While the steps that follow are similar for everyone, the process may look very different from one client to the next.
After 28 years of helping families achieve their goals I have developed a process that is driven by detailed technical analysis and experienced understanding of the broad range of circumstances families face in today’s world.
Meetings can be with you, directly with your client, or all three of us jointly.
My Approach
Meeting #1
- Identify and prioritize your client’s goals and objectives
- Gather Information that includes but it not limited to: employment, taxes, cash flow, debt, investments, insurance holdings, and special circumstances.
Meeting #2
Presentation of a written financial plan that addresses some or all of the following;
- Net worth, cash flow summary, tax analysis, retirement & estate projections
- Recommendations designed to meet your stated goals and objectives supported by relevant financial summaries.
- Financial risk analysis and management plan
Implementation plan
Meeting #3
Follow up meeting after 6 months to monitor the success and challenges of implementing the plan. Revising or updating the plan as needed.
You will be provided with a report detailing any current or future opportunities identified in the plan immediately after Meeting #2.
Please contact me to discuss your client’s specific needs. Custom plans for clients with corporate or trust assets are available for a negotiated fee.
I look forward to helping you provide your client with an experience worthy of the Brand you have established.