In helping you build your financial future, we will work together through two phases: the Discovery and Information Gathering phases. In order to build the H.O.M.E. of your dreams, let us start with a solid set of blueprints. The start of the financial planning process begins with identifying and prioritizing your most important goals and objectives. 

 

 

 

 

Discovery Phase:

• Understand goals, dreams, and concerns.
• Explain how we work as financial advisors.
• Examine key areas of financial planning and how it fits into your financial situation.
• Gather data about financial situation feelings towards your goals.

Information Gathering Phase:

• Collect data on current financial situation, such as family situation, current financial position, investment goals, risk tolerance, time horizon and cash flow needs.
• Evaluate current assets
• Discuss concerns and potential strategies.