Planning your future step by step
While the financial planning process - much like its result - is different for every client, we always take these fundamental steps to ensure that the portfolios we create are designed to account for present needs and to adapt for future generations.
The relationship is the first step. We get to know all we can about you, from reviewing financial documents to helping articulate specific investment goals, in order to understand your expectations of a financial plan and a financial advisor.
In step two, professional knowledge meets personal insight as we evaluate each personal circumstance and goal in order to identify suitable investment strategies and alternatives.
Once the objectives and the means are established, we begin assembling each element to create a long-term plan designed to systematically achieve your goals and grow with you into the future.
The fourth step starts with a formal proposal of the plan. After you've offered feedback, we'll work together to make any refinements and then invest your finalized portfolio.
Instead of ending the process, this last step continues it through the life of your portfolio. Once implemented, we will consistently track your plan's success as it develops, being careful to make any necessary adjustments as the markets shift and your goals evolve.
Bill Cordell, CFP®
