Our Trademarked "13 7 Freedom™" Process

13 Wealth Management Issues - Questionnaire

  1. Investment Planning
  2. Insurance Planning & Risk Management
  3. Banking & Credit Management
  4. Retirement Planning
  5. Executive Compensation
  6. Business Succession Planning
  7. Planning for Incapacity
  8. Education & Family Support
  9. Charitable Giving
  10. Titling & Beneficiary Designations
  11. Executor/Trustee Selection Issues
  12. Distribution of Estate
  13. Tax Planning

7 Step CFP® Board of Standards Process

  1. Understanding the Client's Personal and Financial Circumstances
  2. Identifying and Selecting Goals
  3. Analyzing the Client's Current Course of Action and Potential Alternative Course(s) of Action
  4. Developing the Financial Planning Recommendation(s)
  5. Presenting the Financial Planning Recommendation(s)
  6. Implementing the Financial Planning Recommendation(s)
  7. Monitoring Progress and Updating

Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Thoughtful service and tailored strategies, with your needs at the center

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