Financial Planning Process

Advice Tailored to Your Unique Financial Needs

1
Financial Planner Boston

Gather datafact finder, tax forms, brokerage statements, retirement accounts statements, mutual fund and annuity statements, insurance policies

2
Brokerage Statements

Establish goalscollege funding, comfortable retirement, income needs, second home, travel

3
Mutual Fund Statements

Analyze Informationmutual fund and ETF due-diligence, retirement planning, asset allocation and risk tolerance analysis, tax reduction strategies

4
Financial Planning Process

Recommendationsproduct solutions: stocks, bonds, mutual funds, ETFs, annuities, life insurance plans

5
Financial Planning Process

Monitor and Updateannual reviews, twice a year email updates, monthly brokerage statements, cirstatements online reporting of your accounts

Start gathering your data