My 360 Process

 

Advisor with hands closed talking to client.

 

 

 

 

Step 1.  Schedule an appointment to understand your current situation, past experiences, income goals, concerns, and vision for the future. 

Step 2.  Analyze your statements, holdings, resources, and prepare recommendations.  What is your income gap?  What needs to occur to help close the gap?  What potential threats exist to maintaining your lifestyle income and pursuing your goals?  Can these be mitigated? 

Step 3.  Explain my opinions and recommendations to you in plain, simple language strategies that are unbiased, objective, and cost effective. 

Step 4.  Adjust the plan and investments based on life circumstances, meaningful changes in tax laws, market conditions, and progress toward goals.  Continually address the question, “Am I on track toward my goals with a realistic amount of confidence?”