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Our Mission Statement
Our mission is to help our clients achieve their financial goals in the most tax efficient manner possible. We believe that a solid financial plan and sound advice are key to clients successfully meeting their financial goals. Financial planning is not a one time event. It is an on-going process that requires monitoring and adjustments as your goals and life changes.
SIX STEPS OF FINANCIAL PLANNING
Step 1: Establishing and defining the scope of the relationship with our client.
Step 2: Determining a client's personal and financial goals, needs and priorities.
Step 3: Analyzing and evaluating the client's financial status
Step 4: Developing and presenting financial planning recommendations and/or alternatives
Step 5: Implementing the financial planning recommendations.
Step 6: Monitoring the financial planning recommendations and effecting changes where appropriate.
This is a dynamic and team based process. This should involve our team, the client, family members where appropriate and outside professionals as needed.