Financial Planning Process
The financial planning process includes:

First Meeting to:
- Identify your financial goals
- Prioritize your financial goals
- Gather information about your current financial situation
Plan Presentation and Information Meetings to:
- Discuss the plan findings
- Discuss potential alternatives to meet your goals
- Implement the agreed upon solutions
Periodic Review Meetings After the Plan is implemented to:
- Identify changes
- Review progress
- Make adjustments as needed