Planning Process

Successful outcomes are most often dependent on focus and onsistency of process. Our Comprehensive Planning Process provides you with the framework for both.

1. DISCOVER
We’ll work closely with you to understand you rgoals, values, current financial status, income needs and the future you imagine for yourself.

2. PLAN
We’ll develop a written plan or proposal that willbe presented to you, outlining recommended income, recommended strategies and benchmarks we’ll measure.

3. IMPLEMENT
We will select the tools and resources needed to implement your strategy and to help meet your unique needs and goals.

4. MONITOR
We will regularly review the progress of your plan against benchmarks and changes in your life, and make adjustments as needed.