STEP 1

 

Establish

  • Discuss your situation
  • Establish client-planner relationship

STEP 2

 

Gather

  • Visualize and verbalize goals
  • Gather information and data

STEP 3

 

Analyze

  • Organize your data
  • Evaluate financial status

STEP 4

 

Develop & Present

  • Develop concepts and strategies
  • Present financial planning recommendations
  • Make adjustments

STEP 5

 

Implement

  • Put strategies into action
  • Involve other professionals as needed

STEP 6

 

Monitor

  • Review and adjust regularly
  • Ongoing planning and advice