The Planning Process

We utilize a comprehensive financial planning approach customized for each of our clients.  We discover what is important to you and ensure that we help you meet your goals by applying the right combination of ideas, products, and services to your particular situation

Providing  independent and objective advice starts with this six step planning process:

1.  Discovery.

We begin with the end in mind: your goals and objectives.  The discovery step lays the foundation for the entire planning process.  It involves a consultative series of meetings where we explore your goals and what you want your future to look like.  Once we establish a clear picture, then we start gathering data.

2.  Gathering Data.

During this step we gather all relevant data regarding your financial situation.  This includes your assets, liabilities, and budget information.  We provide assistance in budget formation and utilization when needed.  We assist you in organizing your financial information to make it more understandable.

3. Analysis.

Now that we have your goals established and we know your current financial position, it is time to review the data.  We take all of the various pieces and we consider how they can be organized to meet your goals. Analysis is done in the context of your goals and all the current rules regarding investments, retirement planning, estate planning, tax planning, and protection needs.

4.  Developing a Plan.

Once we have a solid understanding of your situation from both a qualitative and quantitative perspective, we work with you to develop a plan that will meet your needs and get you on track to achieving your goals.  You will be fully engaged in the plan development as we customize it to meet your specific requirements.

5.  Implementation.

We will work closely with you to ensure that your plan is fully implemented.  Implementation is a critical step because without action, the plan has no real value.  The action plan that we develop with you will provide specific steps that need to take place in each discipline of financial planning for you to achieve your goals.

6.  Monitor and Adjust.

After implementation has begun, we will work with you to monitor and adjust your financial plan as your needs and goals change.    Life is fluid, ever-changing and life’s circumstances require us to keep your planning flexible in order to meet your financial solutions for life.


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17470 N Pacesetter Way
Scottsdale, AZ 85255
Tel: 602-508-9047
Fax: 207-221-1064

477 Congress St
Suite 503
Portland, Maine 04101
Tel: 207-831-5601
Tel: 207-831-5602
Fax: 207-221-1064