Our financial planning process consists of the following six distinct steps. When it’s comprehensive financial planning guidance you want, these are the steps that we use to guide us through the process together. When we take on new clients, we refer to a “homework” list that outlines the documentation required for our initial meeting together. This approach sets financial planners apart from other financial advisors who may have been trained to focus only on one aspect of your finances.
Robin Muir, CFP®, CLU®, CH.F.C.