1. Discover & Evaluate
- Discovery Meeting
- Visions, Goals, Concerns, Outcomes
- Underwriting
- Readiness to Make Changes
2. Gather & Assess
- Balance Sheet
- Income & Expenses
- Investment Analysis
- Insurance Audit
- Tax Situation Assessment
3. Plan & Project
- Financial/Retirement Projections
- What-Ifs
- Protection Plan
- Debt Management
- Estate/Legacy Planning
4. Strategize & Create
- Planning Meeting
- Presentation
- Feedback
- More Discovery
- Plan Revisions
5. Educate & Implement
- Explain Investment & Insurance Recommendations
- Review Implementation Solutions
- Execute Account Paperwork
6. Monitor & Review
- Rediscover
- Review Investment Performance
- Compare Plan to Actual Situation
