Whether you require an investment plan only (also called a segmented plan), a retirement plan (also called a retirement cash flow analysis), or a comprehensive financial plan encompassing all facets of your financial life, we follow the 6 step financial planning process.

The first step establishes the client planner engagement. In this important first step, the scope of service is defined, as is each party’s responsibilities, planner compensation method and other terms of the engagement. This step is described in greater details under the “Our Engagement” section.

Below are 3 planning programs detailing each step of the planning process. Each offering lists the program’s goal, strategies and tactics.