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7 Steps to Success

When developing a financial plan, we follow a step by step process. First, we assure we understand your needs, goals and concerns. Then we create a plan that addresses your specific concerns. This assures you receive advice tailored to your needs.

Step 1 - Initial InquiryBeach

When you first contact us, we will discuss the advice you seek and your concerns. We will answer questions about our services, planning process, qualifications and fee structure. If appropriate, we will schedule a free Get Acquainted meeting at our Sarasota or Lakewood Ranch office. If you are looking for a Financial Reality Check or advice on a specific question, we will schedule a meeting to start working on your concerns. Prior to our meeting, you will complete a Confidential Questionnaire summarizing your current financial status.

Step 2 - FREE, No Obligation Get Acquainted Meeting

The primary goal is to clarify your needs and objectives to assure we provide you advice on the items that concern you. We will provide you a written cost quotation.

Step 3 - Data Gathering and Initial Preparation

After receiving your information, we review the specific areas agreed upon and develop your custom financial plan. If necessary, we will check with you to clarify points and prepare initial reports to discuss with you.

Step 4 - Interactive Goal Setting

Depending on your individual circumstances and the scope of the project, we may hold an interactive "goal and fact checking" meeting to refine your goals, concerns and any assumptions. This assures that your concerns are being properly addressed.

Step 5 - Analysis and Plan Formulation

Based on the information you have provided and the scope of the project, we will research and analyze various scenarios and develop a customized plan for you.

Step 6 - Presentation and Implementation Meeting

Together, we will review your personal financial plan and our recommendations. You now hold your customized personal blueprint for financial success designed with your goals in mind. You are empowered with specific action items to implement your financial plan. If you wish, you may employ us to assist you in carrying out that plan.

Step 7 - Check Ups

We will check back with you periodically to see how you are doing implementing your plan. We do recommend getting together for financial reviews on a regular basis and when major life events occur.

Financial planning is an ongoing process, not a one-time event. Proper implementation of a financial plan and periodic professional reviews are crucial to reaching your financial goals.

Are you ready to get started? Contact us today to set up your free, no obligation Get Acquainted meeting!

 

 

 

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