All of the information previously gathered is reviewed by our staff. At this point we are able to identify gaps and opportunities between your current planning and your objectives and risk tolerance. This helps us to determine to what level you are meeting your financial goals with your current strategy. This stage focuses on:
- Reviewing your data and assessing your status relative to goals, objectives and attitudes
- Analyzing and evaluating your current financial status
- Confirming and clarifying your data
- Preparing a preliminary plan
