Practice
One of the benefits of working with Scott is his commitment to provide clear, easily understood explanations of financial products and services. The personalized program that he works with you to develop can help you work towards a more confident financial future.
Scott is looking forward to using his experience to help you pursue your financial goals.
The First Meeting(s)
Financial Planning Begins;
- Review the scope of the plan and requirements to build a customized financial plan
Understanding your Situation
- The Discovery Process is conducted to obtain what is happening in your financial life
Setting Your Goals
- After the initial intake, a discussion takes place to create the initial benchmark for what your plan will seek to achieve
Analyzing Your Financial Strengths & Vulnerabilities
- An initial analysis of your goals by your financial planner to understand what vulnerabilities exist and then connect to strategize on the steps forward or any necessary reassessment
Planner Presents Recommendations
- A delivery of the data for the findings and recommendations, a summary of the recommendations as well as an action plan
Putting Your Plan Into Action *
- Over the course of the following months and years, implementing the recommendations in your financial picture to address your individual needs.
Monitor Performance: Expect a Collaborative Relationship *
- Help you understand if your plan continues to be on track, whether there needs to be adjustments to the plan overall, there needs to be a re-imagining of the current plan, or simply to check of that the next point in the planning has been reached.
*The implementation of the planning items may or may not be done with your planner. Certain items such as Estate Planning documents, tax preparation and filing would need to be done by a licensed and competent lawyer or tax advisor respectively. Any implementation that can be done by your planner is completely up to you to engage in independently of the plan. You are under no obligation to do so, although you are free to do so.