The first step in financial planning is for your financial advisor to get to know you, to understand what your goals and dreams are. Then we can gather relevant information, including financial documents, bank statements and insurance policies. From these records, we analyze your financial position. The action plan we develop will be just for you, based on the goals you have set. Once you approve it, we’ll do the rest. As we implement your plan, we’ll help you transfer any accounts, reallocate assets, or work with your accountant and attorney on an estate plan. Your relationship with us does not end once a plan is implemented. We will be with you when changes occur because we understand life happens.