Our Process

As a CERTIFIED FINANCIAL PLANNER™  professional and a Master Planner Advanced Studies^SM  professional, Greg adheres to the financial planning process:

1. Understanding the Client’s Personal and Financial Circumstances
2. Identifying and Selecting Goals
3. Analyzing the Client’s Current Course of Action and Potential Alternative Courses of Action
4. Developing the Financial Planning Recommendation(s)
5. Presenting the Financial Planning Recommendation(s)
6. Implementing the Financial Planning Recommendation(s)
7. Monitoring Progress and Updating

This process provides a frame work for the professional practice of financial planning and helps ensure the client of thorough, comprehensive and ethical treatment for the assessment of financial strategies.