The Financial Planning Process

Creating and implementing a comprehensive financial plan generally involves the following;

  • Develop a clear picture of your current financial situation by reviewing your income, assets, and liabilities, and evaluating your insurance coverage, your investment portfolio, your tax exposure, and your estate plan.
  • Establish and prioritize financial goals and time frames for achieving these goals.
  • Implement strategies that address your current financial weaknesses and built on your financial strengths.
  • Choose specific products and services that are tailored to pursue your financial objectives.
  • Monitor your plan, making adjustments as your goals, time frames, or circumstances change. 

 

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