Recommended Reading Forms and Disclosures
How is your game plan developed?
No matter what areas you decide to focus on we will cover these six steps.
  1. Free Get Acquainted Meeting
    This meeting is an opportunity for us to get to know each other, at no cost.
  2. Information Gathering
    Once we have established your dreams and values, we will discuss what impacts those dreams and values.
  3. Evaluation and Analyses
    Reviewing the factors we discuss in steps 1 and 2 will set forth the game plan to turn your dreams into goals.
  4. Develop and Present Game Plan Recommendations / Options
    We will discuss your game plan and how each recommendation will impact the achievement of your goals. In some cases, there may be more than one recommendation or option that will assist in achieving your goal(s). Your questions are encouraged.
  5. Implement the Game Plan
    Once you have clear a understanding of the game plan and how each option impacts the big picture, the plan must be started. This can be done by you or with our assistance. The help of other professionals such as your attorney or accountant may also be necessary.
  6. Periodic Monitoring of the Game Plan
    Unlike an alarm clock, a financial plan cannot be set and forgotten. Changes in your life will impact the plan we implemented. Periodic reviews are recommended.
Contact for your free consultation