• Listening: What's important to you? • Learning about the values that shape your priorities • Identifying your unique challenges and circumstances • Introducing our philosophy • Setting Expectations: Plan and Process
• Retirement projections and probability • Liquidity needs, credit and lending • Business and Family Succession Planning • Education and trust accounts • Insurance and liability management • Charitable giving mission • Estate planning and family dynamics
• Strategic meetings as needed with agenda sent prior • Monitoring progress towards your goals • Discussion of future transitions and life events • Adjustment of financial plan • Educational Opportunities
Securities and advisory services offered through Commonwealth Financial Network, a Registered Investment Adviser, Member FINRA/SIPC.