Our Process Our process begins with an accumulation of all of your financial documents including tax returns, investment statements and all insurance contracts. We then compile all of your information into what we call a Personal Financial Report. This report is the lens through which we view your financial life today and into the future.A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.I have established a process to do this that is based on two key aspects of financial security: asset protection, wealth creation and wealth preservation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.This goal-based financial security planning approach is designed to help you:Define customized short and long-term goals that ensure you choose only the right financial products and servicesIdentify roadblocks or gaps that might impact your financial planning strategyContinually monitor your plan to ensure it meets your changing needsContact us today to find out more about my financial planning process and learn how a sound financial plan can help you achieve your goals.