The more detailed information we can obtain, the more customized and accurate your personal financial plan can be. We conduct a holistic audit of your current estate, investment and business owner situation (if applicable.) Based on this information, we develop a comprehensive financial condition model of your current situation, including cash flow, tax reduction strategies and estate distribution projects. Highlights of this state include:
- Formalizing our working relationship
- Gathering appropriate financial data, objectives and risk tolerances
- Discussing and establishing goals
- Discussing attitudes, views and concerns
Next Stage
Analyze: Evaluate Current Plan
