Broker Check

Getting Started


a.       Interview/Initial Consultation

                                                               i.      Review Services

                                                             ii.      Identify needs

b.      Data gathering

                                                               i.      Open Two-way communication

                                                             ii.      Risk Analysis

                                                            iii.      Cash Flow Analysis

c.       Objectives

                                                               i.      Organize

                                                             ii.      Simplify

                                                            iii.      Recommend

d.      Planning

                                                               i.      Integration of taxes

                                                             ii.      Integration of insurance

                                                            iii.      Formal Plan

                                                           iv.      Implementation

e.      Reviews

                                                               i.      Communication

                                                             ii.      Monitoring

                                                            iii.      Maintenance

f.        Security Analysis

g.       (ongoing planning/reviews)