Clarify Let's start by working with the clients to identify things that weigh on their minds and clarify their vision for their future. Explore The clients then prioritize their needs (short- and long-term) as they see them and together, we document the resources they currently have at their disposal.
We work together to help clients define their vision as they see it with respect to what they are trying to achieve in their personal and financial lives. Evaluate It's now time to present concepts to assist clients in understanding how, together, we can bridge the gap between where they are now and where they would like to be. | Decide Short- and long-term strategies are developed to put clients on track to achieving their goals – and have clients commit to those strategies they feel will best meet their needs. Implement Together we reach a consensus on specific solutions under each strategy, which will ultimately involve the ongoing allocation of financial and human resources. We then implement the agreed upon plan. Review Once a strategy is implemented, we will continue to regularly monitor, review and update the entire plan and evaluate progress to ensure that clients are on target to meeting their individual goals. |