THE PARETO FOUR STEP FINANCIAL PLANNING PROCESS


1. DISCOVERY
  • Preplanning discussion and data collection
  • Quantifying and prioritizing your goals

2. PLAN DEVELOPMENT
  • Drafting the written, goal centered plan while concentrating on what we believe to be the most vital areas of successful retirement, investment and estate planning strategies.

3. PLAN IMPLEMENTATION
  • Implementing the plan and programs, which may involve coordinating with outside CPA's, attorneys, etc.

4. REVIEW & ADJUST
  • Ongoing review and plan adjustments to maintain plan relevance and integrity based on market, economic and personal life changes.


ABOUT OUR PROCESS

We provide comprehensive wealth management services to manage all aspects of your financial plan.  We also work with your other trusted advisors to help you achieve your financial goals of tomorrow.  If you don’t have a written plan, or would like a second opinion on your current plan, please contact us today.