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About
Planning
Process
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Home
About
Planning
Process
Connect
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The Financial Planning Process.
Simplified.
1. Gather Data
Review assets, liabilities, tax, estate and insurance documents
Assess current income and expense surplus or shortfall
Review current financial position
2. Align Goals & Priorities
Clarify/confirm short and long-term objectives
Discuss assumptions and projections
Prioritize order of financial goals
3. Implement Financial Plan
Review plan, recommendations and rationale
Discuss synergistic progression of goals
Determine fit of investment, business, credit, retirement, insurance and estate instruments with objectives
4. Navigate Life Changes
Address material deviations to financial situation such as job change, marriage and much more
Identify pending or upcoming issues and determine best course of action
Address the potential care or unexpected passing of a loved one
5. Strategy & Review
Evaluate current holdings and allocation
Reconfirm goals and priorities
Rebalance or reposition investments in relation to financial goals and risk appetite
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