Our Process
THE INTRODUCTION
Typically, within 30 minutes we can answer two important questions:
Are we able to create value for you?
Do you qualify for our services?
THE DISCOVERY PROCESS
A data gathering meeting with your goals creating the framework of our mission. In some situations, this meeting may be combined with the Introduction Meeting.
An information request checklist is provided prior to this meeting.
THE CURRENT FACTORS ANALYSIS
Our planning staff overviews the steps you have taken to date. We then review your financial goals and objectives to determine how effective the current plan will be in meeting your needs.
THE STRATEGIC OPTIONS REVIEW
We provide an overview of the various options available to you to meet your objectives as well as our specific recommendations.
At this time, we begin assisting you with the implementation of the new strategies, tools and services that will help you achieve your objectives.
THE PROGRAM MONITOR
We provide a method to measure performance of the plan against your ever-changing needs. New tools are introduced to help you meet and plan for the challenges of the future.
A plan review schedule is selected and periodic review meetings are implemented.