The first step of this stage involves our gathering, organizing, analyzing and understanding your financial data. Either during or subsequent to your first meeting, you provide copies of your financial documents and data. While it is not required, many clients choose to complete our Personal Profiler Questionnaire. We then compile your data into a balance sheet, develop projections, and other perform other analysis. Next we meet again to review your date we’ve compiled and share our preliminary findings regarding our understanding of your financial situation.

This allows us to both clean up the data and receive feedback from you regarding the overall direction of the strategies we’ve begun to develop. We then use this refined data and feedback to develop the Wealth Planning Strategies report which details the planning opportunities, strategies, ideas and observations regarding how to most effectively eliminate identified gaps and align your assets and personal and financial decisions to give you the greatest opportunity to achieve your Vision.