Wealth Advisory Services
Our Financial Planning Process
We begin by helping clients define their personal financial objectives and integrate the various aspects of their financial affairs into a comprehensive plan.
We collect the pertinent data from the client, conduct personal interviews with them and present selected report(s). This incorporates a review of investments, asset allocations, monthly cash flows, debts, savings goals, retirement and college savings (where applicable). In addition, we will conduct a high level review and discussion of estate planning, insurance policies and tax planning.