FInancial Planning

World War II leader and U.S. President Dwight D. Eisenhower made a paradoxical statement about preparation when he claimed that "Plans are useless, but planning is indispensable."

We don't believe that Financial Plans are useless, but we do believe that the real value and impact comes from the financial planning process itself.   Specifically, we believe that the value is in the financial planning outcome, not financial planning output.  By engaging in a financial planning process, clients improve their odds of achieving a desirable outcome for their family, for their business, and for themselves.  

We refer to this as a client's Impact Plan.

According the the Certified Financial Planning Board, the financial planning process has 7 distinct steps. 

1. Understand the client's personal and financial circumstances. 
2. Identify and selecting goals.
3. Analyze the client's current course of action and potential alternative courses of action.
4. Develop the financial planning recommendations.
5. Present the financial planning recommendations.
6. Implement the financial planning recommendations.
7. Monitoring progress and updating the plan.