InformationThrough a personal interview and document list, we gather all the information needed to project your finances. We use a special computer program to help make accurate projections in a very understandable format.
Review OptionsNext, we with you and review the projections with the following themes: ensure our input is accurate, evaluate the initial projection, and compare any other options or changes that would ensure the projection is to your liking. This step is not complete until you are content with what you see, even if additional meetings are needed.
ImplementPlanning highlights changes or steps needed to reach the goal or objective. We document these steps in order to ensure that all of us are working together to achieve your goals.