COMPREHENSIVE WEALTH MANAGEMENT
THE FINANCIAL PLANNING PROCESS
Our Financial Services Representatives can help you with many of your financial needs. It is important to note that Financial Services Representatives are only able to provide certain services if they are licensed to do so in your state.
Preparing the Plan
Initial Consultation: Discuss our services and your personal situation
Discovery Interview: Identify financial objectives and gather appropriate financial data
Fact Review: Review and discuss objectives and data gathering info
Plan Delivery: Deliver financial plan and discuss custom recommendations designed to achieve goals
Implementation: Implement financial strategies with appropriate financial products
Review: Review and update on a periodic basis Requires a separate engagement if a fee-based service
* Please note that you can implement your financial plan at the financial institution of your choice. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee.
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