Broker Check

Deep Dive/Discovery

• Gather financial data

• Goals, milestones, timeline

• Comfort level with risk

• Additional concerns long term

Strategic Analysis 

• Review asset allocation

• Impact of expense and taxes

• Plan feasibility

• Short and long view

Plan Presentation 

• Review plan for feedback

• Make adjustments as needed

• Confirm all considerations are included

• Agreement to proceed with plan


• Transfer assets based on plan

• Re-deploying funds

• Insurance, long-term health care

• Coordinating with other advisors

Progress Monitoring

• Ongoing reviews

• Plan updates

• Allocation adjustments

• Future planning

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