The "Core Review Process."
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives using the most efficient methods available through our "Core Review Process." While this process may seem overwhelming at first, as you move through our process you will go from financial anxiety to financial confidence as each step brings your goals into better focus.
Take Inventory
Understanding your current financial situation is an important first step. We will gather all the documents, account statements, insurance policies, etc., that have any bearing on your financial life and take a 'snapshot' of where you are today.
Identify Goals and Aspirations
We will help you identify your specific goals with realistic dollar amounts tied to a time line. The better defined your goals are, the better prepared you are to make decisions that work toward the future you envision.
Create and Execute a Plan of Action
Once you have a solid understanding of your current financial situation, coupled with a clearly defined set of financial goals, we will set a course of action and execute your plan.
Monitor and Adjust
Things change. There may be events in your personal life or in the marketplace that cause you to think differently about your financial future. Financial Planning is not a one-time event, it's an ongoing process. Remaining alert and flexible will be key in working toward your long-term success.
Gain Financial Focus with a Complimentary Holistic View of All Your Accounts.
Get a Complimentary Trial of AdviceWorks on us to see a holistic view of your finances. Keep track of your financial goals and your progress toward them all from a single login. To get started, email or call the office to request your unique log-in information.