We use a 7-step process closely aligned with the Certified Financial Planner Board of Standards process

Step 1: Understanding the client's goals and circumstances

Step 2: Identifying the client's short and long-term goals

Step 3: Analyzing the client's current course of action and potential alternative courses of acion

Step 4: Develop recommendations

Step 5: Present recommendations

Step 6: Implementing the plan

Step 7: Monitoring and updating the plan