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Laura.Marzano@LPL.com
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Our Process
The Pathway to Financial Clarity

Working Toward Building and Protecting Your Financial Future In An Effort To Help You Live Life Comfortably

Build
Building Your H.O.M.E.

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

Discovery Phase

Understand

Understand goals, dreams, and concerns

Explain

Explain how we work as financial advisors

Examine

Examine key areas of financial planning and how it fits into your financial situation.

Gather

Gather data about financial situation feelings towards your goals.

Information Gathering Phase

Collect

Collect data on current financial situation, such as family situation, current financial position, investment goals, risk tolerance, time horizon and cash flow needs.

Evaluate

Evalutate current assets

Discuss

Discuss concerns and potential strategies

Protect
Protecting Your H.O.M.E.

Once we build your H.O.M.E., we work together to find the most suitable strategies to work toward protecting what is most important, striving to add a level of security. We will evaluate portfolio options based on risk tolerance and specific goals. We will also consider what risks exist, how they may impact your plan, and how we may best safeguard against them.

Analysis Phase

Develop

Develop personalized financial plan

Evaluate

Evaluate suitable investments & insurance needs

Prepare

Prepare appropriate illustrations & strategies

Present & Implement Phase

Present

Present detailed recommendations in comprehensive written report.

Weigh

Weight the pros and cons of each option and how it fits into your plan

Implement

Implement strategies and investments.

Live
Living In Your H.O.M.E.

For our financial house to be a H.O.M.E., it needs to be functional. While a strong financial plan considers alternate scenarios and preparation for the "what ifs" in life, it also involves maintenance. We will review, revise, and modify your plan on a periodic basis.

Ongoing Monitoring Phase

Establish

Establish periodic schedule to review plan and make appropriate adjustments

Track

Track how we work as financial advisors

Consider

Consider changes in goals, risk tolerance level & market trends

Gain Access

Gain Access to private financial web page

Service Matrix

Get Started
Let Us Help You Take the First Step

Ready to see what's possible? Click HERE for a clear, valuable glimpse into your financial goals. 

 

Download Retirement Readiness Checklist: Click HERE

 

You don't need to have all the answers — that's what we're here for. Reach out today and let's start a conversation about what's possible.

Schedule a Call