Comprehensive Process

The reason we call this process comprehensive, is because it focuses on all the factors which may have an impact on your financial goals. Those factors may include any or all of the following:
College funding for your children

  • Insurances for your family
  • Your cash management and budgeting
  • Reducing and/or deferring taxes
  • Charitable giving
  • Investments
  • Funding for your retirement
  • Estate planning

The Next Steps


By listening to your specific situations, the financial planner is compiling a needs analysis based on the previously listed factors. This is how the financial planning process begins to take shape. In short, the data gathered through this process will provide the planner with the foundation of information to produce a long-term strategy for your future.