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