3. Implementation - Setting your plan on course
Setting your plan in motion includes implementing all aspects of your Financial Strategy Action Plan. This organized plan clearly identifies your balance sheet information, net worth, assets, liabilities, cash flow needs and retirement income model.
We also include coordinated strategies for your cash flow, estate and legacy, family security, and philanthropic strategies. Your investment plan identifies the selected investments and performance benchmarks so we can measure progress to your defined goals.
When we meet to discuss the implementation of your plan, we will provide you with a dedicated binder to house your Financial Strategy Action Plan.