Planning Process
“We maintain regular and consistent contact with you to help ensure your plan is fulfilling your expectations.”
– Jon Skolnik
From our initial meeting together, we work closely with you every step of the way to help develop the most appropriate course for your financial future.
– Jon Skolnik
Our 3-Step Planning Process
From our initial meeting together, we work closely with you every step of the way to help develop the most appropriate course for your financial future.
| STEP 1 | STEP 2 | STEP 3 | ||
| Meet and Discover | Prepare and Recommend | Implement and Monitor | ||
We learn about each other. You complete a confidential personal and financial profile, providing an overview of your current finances, risk tolerance and long-term goals. | After gathering your information, we construct a comprehensive financial plan and recommend the strategies we feel are most appropriate for your specific needs. | Once your personal financial plan is implemented, we then seek to monitor and adjust your portfolio on an ongoing basis as you move through the various stages of life. |
Financial planning offered through LPL Financial, a Registered Investment Advisor.