Our Service Model
Our fee-only planning service model follows the generally accepted 7-step financial planning process. One-time/first-time client engagements cover steps 1-5, while steps 6 & 7 (implementation and monitoring) are left for the client. We are, however, available for ongoing flat-fee reviews as frequently as you may wish.
Step 1: Learn the client’s background information and financial circumstances.
Step 2: Identify client’s specific financial planning goals and objectives.
Step 3: Analyze the data that has been gathered in relation to the goals and objectives
Step 4: Develop a written plan and recommendations
Step 5: Present the plan
Step 6: Implementation
Step 7: Ongoing monitoring