Creating your customized plan is an ongoing and interactive process. It can take time and many discussions with your Advisor for them to learn about and fully understand your goals – both personal and financial. There are many special projects, analyses, and evaluations that will occur as part of developing your overall plan. While your needs dictate the priority of the projects that we may accomplish for you, the cash flow analysis is frequently an early component of the financial planning process, as it helps us understand what’s important to you and your family.
Although it’s important to remember everyone’s needs are unique and our process is always customized, the following are typically part of the financial planning process: