Why do you want to do the financial plan? What is your accumulation goal? What is your strategy to look at your current financial situation? What kind of analysis have you done so far?
In order to make the right decision we need to sit with each of you and:
1. Understand your goals and concerns
2. Understand what causes you to have these goals and concerns
3. Understand the obstacles and hinders of achieving the goals
4. Educate on how to follow the plan and be on track
5. Implement the plan
6. Update the plan annually
Then we make the plan for you which is a blueprint for achieving your goals and dreams. This plan will be updated on an annual basis to make sure it adjusts to your current financial situation.