Broker Check

419 Curry Court
Altamonte Springs, FL 32714

Pat Clark

(407) 310-9632

 

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