1. Introduction Meeting - the first step is to answer any questions that you have and share with you in more detail the work that we do and how we can be of assistance.
2. Comprehensive Analysis - by asking the right questions and getting to know your situation in detail, we are able to conduct a comprehensive analysis to identify issues, challenges, gaps or problem areas and also recognize opportunities that will allow us to significantly enhance your current and future financial well-being.
3. Recommendations – a step-by-step summary of what actions we can take to help you accomplish your goals and enhance your financial situation. Educating you on all of your options through clear and transparent communication is our top priority.
4. Implementation – at this stage we assist you step at a time with taking action to implement your financial planning.
5. Regular Review and Update – this is the on-going monitoring, reviewing, updating, and overall management of your financial planning. As things change, it is important that we review and update your plan to ensure you remain on on track.