Life is rarely a straight path. Detours can bring surprises–both welcomed and those not so welcomed. Together we may adjust your personal plan and bring YourLife™ to reality.
While CONFIANCE guides you through the process, you are in control–because this is YourLife™ and your money.
The YourLife™ Seven-Step Process
1. Together we come to an understanding of your personal and financial circumstances.
2. Identify and select your goals.
3. We analyze and evaluate your current financial action plan and potential alternatives.
4. We then develop financial planning recommendations.
5. Recommendations are presented.
6. Together, we discuss and agree on implementaion of the recommendations. 7. Monitor progress and update your personal financial plan as needed and desired.