Client Experience
Initial Meeting & Discovery Process
- Identify Your Financial Needs
- Learn Your Values
- Discuss Your Dreams
- Special Concerns/Challenges
- Explore Your Goals
- Analyze Tax Planning Needs
- Overview Of Our Team & LPL
Develop A Comprehensive Financial Plan
- Family Needs Planning
- Education Planning
- Retirement Planning
- Income Planning
- Estate Planning
- Assess Retirement Requirements
- Insurance & Liability Management
- Charitable Giving
Establish & Execute The Investment Strategy
- Determine Risk Tolerance
- Analyze Current Investments
- Develop Asset Allocation Strategy
- Portfolio Construction
- Presentation Of Recommended
- Investment Strategy
- Open New Accounts
- Transfer Existing Accounts
- Execute Agreed Upon Investment Strategy
Ongoing Monitoring of Investments & Financial Plan
- Discuss Personal Life Changes
- Monitor Markets & Economic Change
- Address Any Concerns or Challenges
- Review Tax Planning Needs
- Adjust Financial Plan Based New Needs & Goals
- Fine Tune Current Investments
- Develop A Schedule For Review Meetings