Define Expectations

Establish the relationship by discussing costs and the period of engagement.

Determine Goals

Determine and Prioritize Goals and Gather Data, including Tolerance for risk.

Analyze Options

Analyze and Evaluate the appropriate options for achieving Goals.

Present Plan

Present Plan to Ensure that it offers solutions to achieve the goals that client is willing to commit.

Activate Plan

Implement the plan to begin your meeting your financial goals.

Monitor and Adjust

Monitor progress using the client service model. Review annually. Adjustment as necessary based on goals and life events.