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:
- Engage - Collect client’s personal and financial data.
- 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.
- Analyze - Evaluate and consider the client’s current financial status.
- Recommend - Developing and presenting financial planning observations.
- Implement - Apply financial planning recommendations.
- Monitor - Follow the recommendations and provide financial plan updates as needed or requested.
