|
|
 For some individuals, a comprehensive financial plan is in order. We follow a six-step financial planning process:
- First, we help you take inventory of your assets and liabilities, income and expenses, insurance, retirement plans, employee benefits, your will(s), any trust(s), durable powers of attorney or advance directives.
- Next, we identify your goals and objectives, both short and long term.
- We analyze the strengths and weaknesses in your current situation and help you set priorities.
- We work with you to identify various strategies that may help you reach your stated goals.
- When appropriate we may produce a written plan of action.
- Finally, we assist you in the implementation of the action plan and schedule periodic reviews and updates
|
©2010 GAINSBOROUGH FINANCIAL CONSULTANTS, INC. All rights reserved.
|