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Advisor Actions / Responsibilities

Client Actions / Responsibilities

Financial Planning Sequence

In this Interactive Goal Setting Meeting, you have another opportunity to clarify your current situation, financial goals and objectives.  Come with any additional questions or concerns you may have.​

As we move into Step 5, you simply schedule a meeting or teleconference 1 to 2 weeks after our Step 4 meeting.  The ball is in our court in the interim.  Revisit our web site to stay current on the changing world of personal finance and investments.

Proper implementation is crucial to reaching your financial goals. Whether you now implement and monitor the plan yourself, or engage us to provide a portion or all of these services for you, we urge prompt action.
When you contact us, we’ll provide a brief description of our services, philosophies, and methodology and fee structures.  We’ll direct you to our web site or mail you an introductory packet to help you learn more.
In this interactive meeting we discuss and clarify the information you have provided thus far.  We continue to refine your financial goals and objectives.
At the conclusion of your plan presentation, we discuss the pros and cons of each implementation service option, including fee structures (see attached page).
We edit the initial information, as needed, and run additional scenarios, if applicable. We then conclude our research and analysis, and produce final reports for your personal financial plan, including observations and recommendations.
In Step 6, we present and review your personal financial plan.  We discuss all reports and provide you with a written summary of our observations and specific recommendations.
The Get Acquainted Meeting or Teleconference is an opportunity for us to exchange information about your needs and objectives, and further discuss which of our services are right for you.  We will also provide an estimated fee quote.
When we receive your information, we begin to review and develop your financial plan.  We prepare initial reports to discuss at our Step 4 meeting.

You review our introductory materials, or visit our web site to learn more. If our services appear to fit your needs, you contact us to schedule a Step 2 “Get Acquainted Meeting” (The meeting can be done on the phone or in person).

In step 3, you gather the data requested, and complete your cash flow worksheet and risk tolerance questionnaire.  Fax or mail this information to us before our next meeting.

When you decide to engage our services, we will give you a list of additional data or information, which we will need to begin formulating your financial plan.  A portion of the total fee is due upon committing to the engagement.

Step 6:

Presentation of Your Financial Plan

Step 7:

Plan Implementation and Follow-Up

Congratulations! At this point you will hold a personalized blueprint, custom designed to meet your financial goals.  Full payment of the balance for actual fees incurred is due at the conclusion of the plan presentation meeting.

Congratulations! At this point you will hold a personalized blueprint, custom designed to meet your financial goals.  Full payment of the balance for actual fees incurred is due at the conclusion of the plan presentation meeting.

Step 4:

Interactive Goal Setting Meeting

Step 5:

Analysis and Plan Formulation

Step 2:

Get Acquainted

(Meeting or Call)

Step 3:

Data Gathering and Initial Preparation

Step 1:

Initial Inquiry

BUILDING A BRIGHTER FINANCIAL FUTURE™

Our Process--Phase One==>Seven Steps to Creating Your Financial Blueprint