Philosophy and Approach to Planning

The approach employed by the planners to financial planning is to: obtain from you, the client, significant financial and other information, which includes your attitudes, goals and objectives; to analyze the information obtained; to develop alternatives and recommendations for consideration by the client; to present alternatives and recommendations to the client, which includes educating the client about the implications of selecting a particular alternative or recommendation; to implement the alternative selected by you; and to periodically review and update the plan adopted.  It is the goal of this firm to become the chief financial advisor of the client.  Education about your own financial affairs is an important aspect of the services provided.