Plan, Execute, Monitor & Update
My practice is centered on my clients. To achieve their long term goals, we must first establish them, evaluate their current situation and create a plan to get there.
The initial interview brings substantial information; Intial estimates on cashflow requirements, required rates of return, and protection requirements are discussed.
The final plan combines Investment, Credit, Cash-flow and Protection (insurance, estate) Planning. Once strategies are identified in these four areas, I review the plans to ensure all strategies are maximizing after tax net-worth.
