Our Individual Holistic Planning Process 1. Introductory MeetingThe Introductory Meeting is our opportunity to get acquainted and determine if there is a fit between your needs and concerns and our philosophy and process.2. 360-DiscoveryWe gather detailed information on your financial situation as well as learn about your personal and family goals and aspirations. We assess your desired time frame for results and we discuss your understanding of the various types of risk, and how you feel about them.3. Holistic-Plan Developments and DiscussionTogether we review and discuss a holistic-analysis of your financial picture and the recommended Implementation Steps designed to help move you toward successful achievement of your goals and objectives. We bring a holistic planning process to:Retirement PlanningWealth ManagementEstate PlanningRisk Management and Life InsuranceEducation FundingLong-Term Care PlanningTax PlanningBusiness PlanningComplex situations may require collaborating with specialists.4. Begin Implementation StepsWe work with you to begin execution of time-dated Implementation Steps to move you towards achievement of your goals and objectives.5. Progress ReviewWe meet periodically to update changes in your personal or financial life, address various planning needs, review current economic and market conditions, and review progress on your investment and financial plans. We confirm any recommended action items and follow up, as necessary.