Our Process

We start the financial planning process by asking you questions, a lot of them and getting to know you and your particular situation. Once you have signed an engagement letter with us that details the estimated cost of the plan, we provide you with an easy to understand Personal Financial Planning Questionnaire that we can complete with you. It asks you to list your assets and liabilities along with your goals.

As an example, we ask for details on your income, taxes, budget requirements, investments, liabilities, insurance, money owed you, anticipated future income, retirement assumptions, and your attitudes in general about investments and risks. We can help with the work you may need to do to assemble the appropriate dates, where we roll up our sleeves and pitch in – setting up phone and conference calls with the appropriate financial institutions to track down documents, and conference calls with the appropriate financial institutions, solicitors etc. to track down documents and much more. Our goal is to make the questionnaire process and data gathering as easy and painless as possible.