Broker Check

Collect: Data & Goal Setting

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