The Planning Process

Review

• Review meetings
• Continuous communication
• Phone
• Email
• Commentaries
• Letters

Implement

• Delivering the plan
• Executing the plan
• Setting up the portfolios and accounts
• Putting risk management solutions to work
• Getting clients organized
• Begin estate planning work

Discover

• Goals
• Objectives
• Hopes
• Aspirations
• Needs

Recommend

• Advice
• Solutions
• Planning
• Education