At CONFIANCE, we employ a six-step financial planning process - but
in a non-traditional way. While wealth management is important, we don't just focus on numbers. We focus on living.
We believe that YourLifeTM
is individual and unique to you - and you alone. Your personal goals may be as traditional as a house with the white picket
fence or as non-traditional as living on a sail boat and traveling the world. We know we can't plan for you if we don't KNOW you.
We also know that everyday life has a way of changing direction, changing our realities.....and changing our minds about what we need, want and wish for.
We understand that, and our planning process reflects YourLifeTM and
our changing world.
THE SIX-STEP PROCESS
1. Together we establish
and define our client-planner relationship
You gather your financial data and we discuss and define your life reality and personal goals
3. We analyze and evaluate your current financial status
4. We then develop and
present recommendations and/or alternatives for discussion and for you to consider
5. Recommendations are implemented where and when you decide
6. Together, and in collaboration, we monitor and modify
recommendations as needed and desired