Our Comprehensive Planning Process

Helping You Navigate a Path to Retirement

 

Successful outcomes are most often dependent on focus and consistency of process. Our Comprehensive Planning Process provides you with the framework for both.

 

1. Discover: We'll work closely with you to understand your goals, values, current financial status, income needs and the future you imagine for yourself.

  • We hold an in-depth discovery meeting
  • The focus is to understand your goals and beliefs about investing
  • We will discuss your current financial circumstances to better know you
  • Your assets, income needs, and sources will be identified
  • We will discuss your insurance and tax situation
  • We want to know the future you imagine for yourself

2. Plan: We'll develop a written plan or proposal that will be presented to you, outlining recommended income, recommended strategies and benchmarks we'll measure.

  • We will list your specific financial goals for what you believe is a successful retirement
  • A NextPhase written plan and actionable recommendations are developed
  • You will get an overview of products and investments to move you toward your financial goals
  • Together, we will focus on a giving you a clear understanding of risk versus reward and knowing your key numbers

3. Implement: We will select the tools and resources needed to implement your strategy and to help meet your unique needs and goals.

  • We will select the tools and resources needed to implement your plan
  • We will work together to ensure you fully understand the financial plan

4. Monitor: We will regularly review the progress of your plan against benchmarks and changes in your life, and make adjustments as needed.

  • One-on-one annual or semiannual meetings
  • We’ll review your investments/beneficiaries
  • We’ll discuss and review your financial goals
  • Together we’ll decide on your plan’s updates
  • Also key is to discuss any personal changes that may impact your financial plan

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck