Financial Planning

Financial planning isn’t about a specific product. It centers on solutions – what will best align your use of capital with your values? What do you need to do to reach your goals?

It’s my job to ask the right questions and identify those goals and values. As a CERTIFIED FINANCIAL PLANNER^TM Practitioner, I follow the six elements of the personal financial-planning process:

1. Establishing and defining the client/planner relationship.
2. Gathering client data, including goals.
3. Analyzing and evaluating the client’s current financial status.
4. Developing and presenting recommendations and/or alternatives.
5. Implementing the recommendations.
6. Monitoring the recommendations.