FINANCIAL PLANNING ENGAGEMENT
How Our Team Works With You
- UNDERSTAND - Client’s Personal and Financial Situation
- EXECUTE - Agree on Structure and Cost of Engagement
- GATHER - Collect Financial Data, Documents and Statements
- ANALYZE - Input and review financial information to identify potential gaps
- EDUCATE - Facility ongoing “prerequisite” education meetings to enhance client knowledge prior to delivery of recommendations
- RECOMMEND - Present written Comprehensive Financial Plan to Client