Broker Check

Analyze: Evaluate Current Plan

We analyze information gathered from the financial condition model to identify gaps and opportunities between your current financial planning and your objectives, time horizon and risk tolerance. This helps us determine to what level you are meeting your financial goals with your current strategy. This stage focuses on:

  • Reviewing your data and assessing your status relative to goals, objectives and attitudes
  • Analyzing and evaluating your current financial status
  • Confirming and clarifying your data
  • Preparing a preliminary plan
  • “Trying-on” ideas, including key advisors, as needed, and refining recommendations

Next Stage

Design: Present Recommendations