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Financial Planning Services

Stephenson and Company offers comprehensive Financial Planning Services. This personal financial planning process is unique to each individual’s situation. The process takes place in the following six steps:

  1. Engage -  Collect client’s personal and financial data.
  2. Gather - Determining clear and concise goals (as mutually defined by the client and the planner). Goals should be consistent with the client’s values, attitudes, expectations and time horizons.
  3. Analyze -  Evaluate and consider the client’s current financial status.
  4. Recommend - Developing and presenting financial planning observations.
  5. Implement - Apply financial planning recommendations.
  6. Monitor - Follow the recommendations and provide financial plan updates as needed or requested.