Financial Planning Process

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1
Fact Finder

Gather datafact finder, tax forms, brokerage statements, retirement accounts statements, mutual fund and annuity statements, insurance policies

2
Financial Planning

Establish goalscollege funding, comfortable retirement, income needs, second home, travel

3
Brokerage Statements

Analyze Informationmutual fund and ETF due-diligence, retirement planning, asset allocation and risk tolerance analysis

4
Financial Planning Process

Recommendationsproduct solutions: stocks, bonds, mutual funds, ETFs, annuities, life insurance plans, tax reduction strategies

5
Monitor and Update

Monitor and Updateannual reviews, twice a year email updates, monthly brokerage statements, cirstatements online reporting of your accounts

This financial planning questionnaire (16 page pdf) will help you generate thoughts, questions, and opinions about you personal financial goals and situation.

Pease complete this discovery questionnaire to the best of your knowledge and return it via encrypted email or bring it with you to your appointment.

 

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